Advisor at Advisors Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Advisors Capital Management, LLC
Location
Frisco, CO
Credentials
CFP®, Series 63, Series 66
Industry experience
8 years
Lindsey Owen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. Her prior experience includes roles at Bank of America, Merrill Lynch, Charles Schwab, Fidelity, and Jackson National Life. Outside of her advisory work, she manages a real estate investment LLC focused on rental properties. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative research to manage customized private accounts, model separate-account, and ETF strategies.
Based on Advisors Capital Management, LLC
Based on Advisors Capital Management, LLC
$50,000 - $149,999: Up to 0.65% $150,000 - $299,999: Up to 0.65% $300,000+: Up to 0.80% for Equity Accounts $300,000+: Up to 0.35% for Fixed Income Accounts
Account minimum: $50,000
Frisco, CO
Colorado
Advisors Capital Management, LLC
2025 - Present (1 year)
Strada Global
2024 - 2025 (1 year)
Vinny's Euro American Bistro
2024 - 2025 (1 year)
505 West Main LLC
2024 - 2024 (1 year)
Colorado Mountain College
2024 - 2024 (1 year)
Self Employed
2023 - 2023 (1 year)
Bank of America, N.A.
2021 - 2023 (2 years)
Merrill
2020 - 2023 (3 years)
Charles Schwab
2019 - 2020 (1 year)
Charles Schwab Bank SSB
2019 - 2020 (1 year)
Fidelity Brokerage Services LLC
2018 - 2019 (1 year)
Jackson National Life Distributors Llc
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Breckenridge, CO
Zidel Financial Inc.
Series 63, Series 65
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Gladstone Financial LLC
Series 65
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Covered Call LLC
Series 65
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PYN Wealth Management LLC
CFA®
Dillon, CO
DC Capital Management, LLC
CFP®, Series 63, Series 65
Breckenridge, CO
Pierce Wealth Partners, Inc.
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