← Directory
MODELL CAPITAL MANAGEMENT LLC
CRD 339228File 801-134961
APPROVED
Retail clients
Custody
Filing as of Feb 12, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | AUM | $0 | $1,884,181,810 | increased by$1,884,181,810 |
| Mar 1, 2026 | Accounts | 0 | 918 | increased by918 |
| Jan 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MODELL CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MODELL CAPITAL” 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.