MODERN CAPITAL ADVISORS, LLC

RALEIGH, North Carolina·11 registered advisors·CRD# 131117
SEC# 801-726114800-440-0442
01

Firm Overview

AUM
$285M
Regulatory assets under management
Employees
30
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MODERN CAPITAL ADVISORS, LLC

11 registered advisors
Ashley Brook Chambers
RALEIGH, North Carolina
Bradley Dale Atkins
RALEIGH, North Carolina
Cassandra Taleen Woodward
RALEIGH, North Carolina
Christopher Carrigan
RALEIGH, North Carolina
Daniel James Shanahan
RALEIGH, North Carolina
Gary Michael Deweese
CHEYENNE, Wyoming
Jeffery Allen Fanning
CHEYENNE, Wyoming
John Joseph Landsiedel
RALEIGH, North Carolina
John Thomas Pineman
MT PLEASANT, South Carolina
Kenneth Wayne Billingsley
CHEYENNE, Wyoming
Michelle L Lawson
BAKERSFIELD, California
05

Office Locations

RALEIGH, North Carolina
6 advisors
CHEYENNE, Wyoming
3 advisors
BAKERSFIELD, California
1 advisor
MT PLEASANT, South Carolina
1 advisor

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Data sourced from SEC Form ADV filings. MODERN CAPITAL ADVISORS, LLC (CRD# 131117) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.