Overview
Assets Under Management: $285 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 33
Average Client Assets: $2.1 million
Frequently Asked Questions
MODERN CAPITAL ADVISORS, 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 #131117), MODERN CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
MODERN CAPITAL ADVISORS, LLC is headquartered in RALEIGH, NC.
MODERN CAPITAL ADVISORS, LLC serves 33 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, MODERN CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MODERN CAPITAL ADVISORS, LLC manages $285 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, MODERN CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.00%
Average Client Assets: $2.1 million
Total Client Accounts: 1,561
Discretionary Accounts: 1,528
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 131117
Filing ID: 1847693
Last Filing Date: 2024-03-29 14:31:00