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MODERN CAPITAL ADVISORS, LLC

RALEIGH, NC · CRD 131117 · IAPD ↗ · moderncap.com · 800-440-0442

$254.8MRegulatory AUM
18Advisory reps
19Employees
1221Clients
51-100Planning clients
0Private funds
37States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — MODERN CAPITAL ADVISORS, LLC shrank from 24 to 18 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — MODERN CAPITAL ADVISORS, LLC shrank from 38 to 24 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
71
April 2024 — MODERN CAPITAL ADVISORS, LLC reported RAUM up 66% ($171.8M -> $285.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.