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

More Retirement Planning firms in Raleigh, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	$852,173,054,617	100603	1554
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$429,024,440,167	9416	1015
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	$307,726,562,224	343	985
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$300,798,686,558	8078	513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

Explore More Retirement Advisors in Raleigh, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.