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Building 2MODERN CAPITAL ADVISORS, LLC

Map pinRALEIGH, NC
Phone800-440-0442
NotebookSEC #801-72611
Total AUM
$254.8M
Employees
19
Clients
1,222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7780 BRIER CREEK PARKWAY
SUITE 325
RALEIGH
NC 27617
United States
Operating Hours
9AM-5PM EST
Monday - Friday
Phone
800-440-0442
Other Offices
4

ReceiptFinancials

Total AUM
$254.8M
Accounts
1,221
Discretionary
$15.1M
Accounts
33
Non-Discretionary
$239.7M
Accounts
1,188

ContactClients

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Individual Clients
1,188
AUM
$239.7M
HNW Individual Clients
33
AUM
$15.1M
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/Suspension
State Registrations
ALARAZCACOCTFLGAHIIAIDILINKSKYLAMAMDMIMOMSNCNHNJNVNYOHOKORPAPRSCSDTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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