MODERN CAPITAL ADVISORS, LLC

7780 Brier Creek Parkway
Suite 325
Raleigh, North Carolina 27617
Tel: 800-440-0442

About MODERN CAPITAL ADVISORS, LLC

MODERN CAPITAL ADVISORS, LLC, formally registered with the SEC as MODERN CAPITAL ADVISORS, LLC. The firm was established in 07/26/2011. They have over 5 offices throughout the country.

MODERN CAPITAL ADVISORS, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $285,401,221 assets under management, offering retirement planning & investment advisory services to 1561 clients. The firm is staffed with 30 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131117
SEC#	801-72611
Assets Managed by Firm	$285,401,221
No. of Clients	1561
No. of Advisors	30

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1561	$285,401,221
Individuals (other than high net worth individuals)	1528	$216,904,928
High net worth individuals	33	$68,496,293

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