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MODERN CAPITAL ADVISORS, LLC
CRD 131117File 801-72611
APPROVED
Retail clients
Disclosure events
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$254.8M
Below cohort median (national)
Discretionary AUM
$15.1M
Non-discretionary $239.7M
Clients
1,221
1,221 accounts
Employees
19
Below cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 26, 2011
- Principal office
- 7780 BRIER CREEK PARKWAY, SUITE 325, RALEIGH, NC, 27617
- Phone
- 800-440-0442
- Website
- http://www.moderncap.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $254.8M
- Discretionary AUM
- $15.1M
- Non-discretionary AUM
- $239.7M
- Discretionary accounts
- 33
- Non-discretionary accounts
- 1,188
- Total accounts
- 1,221
- AUM per client
- $209K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| High net worth individuals | 33 | $15.1M |
| Individuals (other than high net worth individuals) | 1,188 | $239.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITOR FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
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 11- Q11D2
- Q11D4
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.