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MODERN CAPITAL ADVISORS, LLC

CRD 131117 · SEC 801-72611

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7780 BRIER CREEK PARKWAY, SUITE 325, RALEIGH, NC, 27617, United States

Phone

800-440-0442

Fax

919.800.3851

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$254.8M

Discretionary AUM

$15.1M

Team

19 total employees; 18 advisory reps; 1221 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES

Org form

Limited Liability Company

Filing date

2026-04-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals1188$239.7M
High net worth individuals33$15.1M

States served

AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MS, NV, NJ, NY, NC, OH, OK, OR, PA, PR, SC, TN, VA, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD