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Bradley Dale Atkins

MODERN CAPITAL ADVISORS, LLC·RALEIGH, North Carolina
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7000 SIX FORKS RD, RALEIGH, NC 27615CRD# 2963790Firm CRD# 131117
01

About

Bradley Dale Atkins is a registered financial advisor based in RALEIGH, North Carolina, affiliated with MODERN CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MODERN CAPITAL ADVISORS, LLC
MODERN CAPITAL ADVISORS, LLC
AUM
$285M
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at MODERN CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 2963790
Firm CRD# 131117
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bradley Dale Atkins offer?
Bradley Dale Atkins specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Bradley Dale Atkins's credentials?
Bradley Dale Atkins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Dale Atkins located?
Bradley Dale Atkins is based in RALEIGH, North Carolina, working with MODERN CAPITAL ADVISORS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Bradley Dale Atkins charge for services?
Bradley Dale Atkins's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MODERN CAPITAL ADVISORS, LLC?
MODERN CAPITAL ADVISORS, LLC has approximately 30 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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