Modern Capital Management, Co

RIASEC RegisteredEst. 2020

Total AUM

$90.7M

Discretionary

$87.3M

96% of AUM

Avg account

$3.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Mount Pleasant, South Carolina
CRD number: 306631
Registered since: January 2, 2020
Website: www.moderncap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Investment Companies83.97%
Banking / Thrift Institutions10.19%
Individuals3.67%
Corporations / Businesses2.18%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Modern Capital Management, Co. is a corporate RIA that registered with the SEC in 2020 and serves an institutional client base. Its advisory offering centers on portfolio management for investment companies and for businesses or other institutions; its filings also reference pension consulting services. The firm charges fees as a percentage of assets under management and identifies brokerage and insurance activities on its business profile — it operates as a broker-dealer/registered representative and as an insurance broker. Modern Capital Management does not identify as an active ESG investor and is not marked as a multi-state adviser on the snapshot profile.