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MODERN CAPITAL MANAGEMENT, CO.
CRD 306631 · SEC 801-117876
75 PORT CITY LANDING, SUITE 110, MT PLEASANT, SC, 29464, United States
Phone
843-892-0244
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$90.7M
Discretionary AUM
$87.3M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 12 | $9.2M |
| Investment companies | 1 | $76.1M |
| Corporations/business entities | 8 | $2.0M |
States served
CA, ME, MA, NY, SC, FL
All web addresses on file
Official SEC filing: View on IAPD