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MODELL CAPITAL MANAGEMENT LLC
CRD 339228File 801-134961
APPROVED
Retail clients
Custody
Filing as of Feb 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.88B
Top 25% of cohort (national)
Discretionary AUM
$1.88B
Clients
394
918 accounts
Employees
7
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 15, 2025
- Principal office
- 91 W. LONG LAKE ROAD, BLOOMFIELD HILLS, MI, 48304
- Phone
- (248) 723-8000
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.88B
- Discretionary AUM
- $1.88B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 918
- Non-discretionary accounts
- 0
- Total accounts
- 918
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $33.3M |
| Insurance companies | Fewer than 5 | $11.2M |
| Charitable organizations | 5 | $9.6M |
| High net worth individuals | 101 | $1.49B |
| Pension and profit sharing plans | 7 | $20.4M |
| Individuals (other than high net worth individuals) | 270 | $323.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.