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MODELL CAPITAL MANAGEMENT LLC

BLOOMFIELD HILLS, MI · CRD 339228 · IAPD ↗ · (248) 723-8000

$1.88BRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — MODELL CAPITAL MANAGEMENT LLC moved its main office from ROCHESTER, MI to BLOOMFIELD HILLS, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
March 2026 — MODELL CAPITAL MANAGEMENT LLC notice-filed in AZ, CA, CO, FL, GA, IL, MD, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — MODELL CAPITAL MANAGEMENT LLC now reports custody of client assets ($611.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
January 2026 — MODELL CAPITAL MANAGEMENT LLC (ROCHESTER, MI) is newly SEC-registered with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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