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Modern Capital Management, Co.

● SEC registered since 2020CRD 306631SEC# 801-117876Mt Pleasant, SC
Export (members)
Reg. AUM
$100.8M
Employees
7
Accounts
17
Location
Mt Pleasant, SC

Modern Capital Management, Co. assets under management

Modern Capital Management, Co. is a registered investment adviser overseen by the SEC based in Mt Pleasant, SC. The firm has been registered since 2020. It reports $100.8 million in regulatory assets under management and employs 7 people.

Modern Capital Management, Co. owners & executives

3 reported
NameTitleOwnershipSince
Bradley Dale Atkins ControlCeo / CcoUnder 5%2022
Modern Capital Inc. ControlParent CompanyOver 75%2019
Bradley Dale Atkins ControlOwnerOver 75%2019

Frequently asked questions

How much does Modern Capital Management, Co. manage?

Modern Capital Management, Co. reports $100.8 million in regulatory assets under management on its Form ADV.

How many employees does Modern Capital Management, Co. have?

Modern Capital Management, Co. reports 7 employees.

Where is Modern Capital Management, Co. located?

Modern Capital Management, Co. is based in Mt Pleasant, SC and has been SEC-registered since 2020.

Does Modern Capital Management, Co. disclose fund performance?

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

Contact & registration

Address75 Port City Landing, Suite 110, Mt Pleasant, SC 29464
Phone843-892-0244
Office hours9:00 To 5:00
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$16.7M
Non-discretionary$84M
Total (RAUM)$100.8M