Advisors Capital Management Case Study

How Yum Yum Videos Helped ACM Communicate Its Income & Growth Strategy — $9.5B AUM, 20% Growth, Top-100 RIA

Advisors Capital Management’s growth story was supported by four explainer videos that clarified its Income & Growth investment philosophy as the firm scaled to $9.5B AUM, achieved 20%+ growth, and earned national Top-100 RIA recognition.


History

In November 2020, Yum Yum Videos partnered with Advisors Capital Management to produce a series of four custom explainer videos. These videos were created to clearly communicate ACM’s Income with Growth investment philosophy, Pathfinder solution, and wealth advisory services as the firm expanded its national presence.


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Explainer video featured on Advisors Capital Management’s homepage, helping communicate its Income with Growth strategy.

Results

Our collaboration with Advisors Capital Management coincided with a period of sustained national growth:

20%+

2021–2025

Assets under management grew by more than 20% as the firm expanded nationally.




$9.5B

2025

Surpassed $9.5 billion in assets under management, serving over 14,600 client accounts nationwide.




Top-100

2023–2025

Recognized among the Top 100 Registered Investment Advisors in the U.S. by Financial Advisor Magazine.

Throughout this period, Yum Yum Videos’ explainers served as core communication assets, helping Advisors Capital Management clearly articulate its investment philosophy across its website, product pages, and client-facing materials.







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About
ACM

Advisors Capital Management is an independent investment advisory firm specializing in customized portfolio management and income-focused investment strategies. Its value proposition is sophisticated and highly regulated — requiring clear, credible communication to engage advisors, investors, and clients across the United States.




The
Challenge


1. Simplify a sophisticated investment philosophy for both advisors and clients.

2. Clearly differentiate proprietary solutions like Income with Growth and Pathfinder.

3. Communicate with credibility and clarity in a highly regulated financial environment.




Our
Solution

To meet these needs, Yum Yum Videos created a series of four custom explainer videos for Advisors Capital Management.

These videos focused on clearly explaining ACM’s Income with Growth investment philosophy, its Pathfinder solution, and its wealth advisory services. What began as a single flagship explainer evolved into a set of evergreen communication assets used across ACM’s homepage and key product pages.





Media
Cover

Advisors Capital Management’s growth and industry recognition were widely covered by leading financial and advisory publications. From national rankings to AUM reporting, ACM’s story gained visibility across respected media outlets tracking the performance of top Registered Investment Advisors in the U.S.



FA Magazine

“Advisors Capital Management advances to #59 in the 2025 ranking of Top Investment Advisory Firms”

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WhaleWisdom

“Advisors Capital Management AUM and client accounts”

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Official Site

“Active use of explainer videos across homepage and key product pages.”

View Site   →


Why
It Worked

From strategy to execution, every detail was designed to translate financial complexity into clear, trustworthy communication.

1. Clarity at scale – Complex investment strategies translated into simple, visual stories.

2. Consistency over time – Four videos aligned under one clear narrative, still in active use years later.

3. Versatility – Used across homepage, product pages, and advisor-facing content.

4. Credibility-first storytelling – A professional tone built for a regulated financial audience.

Our
Approach &
Creative Design



Simplicity

Complex investment concepts were translated into clear, easy-to-follow visual stories.



Design

Clean, minimal visuals kept the focus on the message rather than visual noise.



Colors

A restrained, professional color palette aligned with ACM’s brand and financial positioning.



Tone

Trustworthy and polished, designed to resonate with investors and advisors in a regulated environment.




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