Overview
Assets Under Management: $1.9 billion
Headquarters: BLOOMFIELD HILLS, MI
High-Net-Worth Clients: 101
Average Client Assets: $15 million
Frequently Asked Questions
MODELL CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #339228), MODELL CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
MODELL CAPITAL MANAGEMENT LLC is headquartered in BLOOMFIELD HILLS, MI.
MODELL CAPITAL MANAGEMENT LLC serves 101 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, MODELL CAPITAL MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
MODELL CAPITAL MANAGEMENT LLC manages $1.9 billion in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, MODELL CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.87
Average High-Net-Worth Client Assets: $15 million
Total Client Accounts: 918
Discretionary Accounts: 918
Regulatory Filings
CRD Number: 339228
Filing ID: 2053140
Last Filing Date: 2026-02-12 09:11:15