Modern Capital Advisors, LLC
● SEC registered since 2011CRD 131117SEC# 801-72611Raleigh, NC
Reg. AUM
$254.8M
Employees
19
Accounts
1,221
Location
Raleigh, NC
Modern Capital Advisors, LLC assets under management
Modern Capital Advisors, LLC is an investment advisory firm registered with the SEC based in Raleigh, NC. The firm has been registered since 2011. It reports $254.8 million in regulatory assets under management and employs 19 people.
Modern Capital Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Brook Chambers Control | Chief Marketing Officer | 25-50% | 2023 |
| Cassandra Taleen Woodward Control | Coo | 25-50% | 2004 |
| Christopher Carrigan Control | Ceo | 25-50% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Modern Capital Advisors, LLC manage?
Modern Capital Advisors, LLC reports $254.8 million in regulatory assets under management on its Form ADV.
How many employees does Modern Capital Advisors, LLC have?
Modern Capital Advisors, LLC reports 19 employees.
Where is Modern Capital Advisors, LLC located?
Modern Capital Advisors, LLC is based in Raleigh, NC and has been SEC-registered since 2011.
Does Modern Capital Advisors, LLC disclose fund performance?
Modern Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7780 Brier Creek Parkway, Suite 325, Raleigh, NC 27617 |
| Phone | 800-440-0442 |
| Fax | 919.800.3851 |
| Office hours | 9a.m.-5p.m. Est |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1475007 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$254.8MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$254.8Mregulatory AUM
Discretionary $15.1MNon-discretionary $239.7M