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Modern Capital Advisors, LLC

● SEC registered since 2011CRD 131117SEC# 801-72611Raleigh, NC
Export (members)
Reg. AUM
$254.8M
Employees
19
Accounts
1,221
Location
Raleigh, NC

Modern Capital Advisors, LLC assets under management

Modern Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Raleigh, NC. The firm has been registered since 2011. It reports $254.8 million in regulatory assets under management and employs 19 people.
www.moderncap.comView on SEC.gov ↗

Modern Capital Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Ashley Brook Chambers ControlChief Marketing Officer25-50%2023
Cassandra Taleen Woodward ControlCoo25-50%2004
Christopher Carrigan ControlCeo25-50%2023
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Frequently asked questions

How much does Modern Capital Advisors, LLC manage?

Modern Capital Advisors, LLC reports $254.8 million in regulatory assets under management on its Form ADV.

How many employees does Modern Capital Advisors, LLC have?

Modern Capital Advisors, LLC reports 19 employees.

Where is Modern Capital Advisors, LLC located?

Modern Capital Advisors, LLC is based in Raleigh, NC and has been SEC-registered since 2011.

Does Modern Capital Advisors, LLC disclose fund performance?

Modern Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617
Phone800-440-0442
Fax919.800.3851
Office hours9a.m.-5p.m. Est
SEC regionAtlanta Regional Office (ARO)
CIK1475007
Discloses disciplinary historyYes

Assets under management

Discretionary$15.1M
Non-discretionary$239.7M
Total (RAUM)$254.8M