MODERN CAPITAL MANAGEMENT, CO.
  • MODERN CAPITAL MANAGEMENT, CO.

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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 01/02/2020
ADV Location MT PLEASANT, SC, United States
Contact Info 843 xxxxxxx
Websites
AUM* 90,653,658 113%
of that, discretionary 87,330,861 106%
Number of Employees 6 -14%
of those in investment advisory functions 3 -57%
Private Fund GAV* 0
Avg Account Size 3,626,146 -23%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- Banking or thrift institutions
- Investment companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

87M 75M 62M 50M 37M 25M 12M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary