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MODERN PORTFOLIO CONSULTANTS, LLC
CRD 120846File 801-61244
APPROVED
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.20B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.20B
Clients
0
9 accounts
Employees
3
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 10, 2002
- Principal office
- 4850 TAMIAMI TRAIL N., 301, NAPLES, FL, 34103
- Phone
- 2393596400
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.20B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.20B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 9
- Total accounts
- 9
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 9 | 0 | decreased by9 |
| Apr 1, 2026 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2026 | Clients | 8 | 9 | increased by1 |
| Apr 1, 2026 | AUM | $1,015,481,014 | $1,196,629,908 | increased by$181,148,894 |
| Apr 1, 2026 | Accounts | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $662,479,927 | $1,015,481,014 | increased by$353,001,087 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 8 | increased by2 |
| Apr 1, 2022 | AUM | $572,008,396 | $662,479,927 | increased by$90,471,531 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MODERN PORTFOLIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MODERN PORTFOLIO” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.