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 an institutional registered investment adviser organized as a corporation and SEC-registered since 2020. The firm targets institutional clients and charges fees based on a percentage of assets under management. Its reported business activities extend beyond advisory work to include broker-dealer functions, acting as a registered representative of a broker-dealer, and insurance brokerage. Advisory capabilities cited on its filings include portfolio management for investment companies and for businesses or institutions, plus pension consulting services. FINTRX marks the firm as not serving as a capital allocator and not active on ESG mandates.