Modell Capital Management LLC
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 339228
- Registered since
- December 15, 2025
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.87%
- Individuals17.19%
- Corporations / Businesses1.77%
- Pension & Profit Sharing Plans1.08%
- Insurance Companies0.59%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Modell Capital Management LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2025) and is owned through a combination of a domestic entity and individual ownership. It manages portfolios for individuals, families and institutional clients, with a stated advisory focus on portfolio management for individuals and small businesses. Compensation is fee-based, charged as a percentage of assets under management. The firm does not identify as an active ESG investor, does not operate as a capital allocator to third-party private fund managers, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds18%
- Investment Grade Corp Bonds12%
- US Government Bonds10%
- State & Local Bonds5%
Owners & executives
1 of 1
Jake Powers
Partner, Chief Investment OfficerCRD 7870041
Contacts
2 of 2Alexander Strek
Partner, Senior AdvisorCRD 6089514
Jeremy Modell
Managing PartnerCRD 2729149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 91 W Long Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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