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MODERN CAPITAL MANAGEMENT, CO.
CRD 306631File 801-117876
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$90.7M
Bottom 25% of cohort (national)
Discretionary AUM
$87.3M
Non-discretionary $3.3M
Clients
21
25 accounts
Employees
6
Bottom 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 2, 2020
- Principal office
- 75 PORT CITY LANDING, SUITE 110, MT PLEASANT, SC, 29464
- Phone
- 843-892-0244
- Website
- http://www.moderncap.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $90.7M
- Discretionary AUM
- $87.3M
- Non-discretionary AUM
- $3.3M
- Discretionary accounts
- 20
- Non-discretionary accounts
- 5
- Total accounts
- 25
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $2.0M |
| Investment companies | 1 | $76.1M |
| Banking or thrift institutions | 12 | $9.2M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
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 |
|---|---|---|---|
| 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.