RIA Intel›Advisers›North Carolina›MODERN CAPITAL ADVISORS, LLC

MODERN CAPITAL ADVISORS, LLC

Advisory

N·RALEIGH, NC

Data as of Apr 2, 2026 · Source: SEC Form ADV

Total AUM

$255M

1-Year AUM Growth

+100.5%

3-Year CAGR

+42.9%

Employees

18

Assets Under Management

Total AUM$255M

Discretionary AUM$15M

Non-Discretionary AUM$240M

Discretionary %5.9%

Total Clients—

Team

Total Employees18

Investment Advisers19

Employee Growth (1Y)-36.8%

Filing History

Total Filings on Record54

First FilingJul 15, 2011

Latest FilingApr 2, 2026

🔒 Full AUM trend chart and 54 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MODERN CAPITAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.