Modern Capital Management, Co.
● SEC registered since 2020CRD 306631SEC# 801-117876Mt Pleasant, SC
Reg. AUM
$90.7M
Employees
6
Accounts
25
Location
Mt Pleasant, SC
Modern Capital Management, Co. assets under management
Modern Capital Management, Co. is a registered investment adviser overseen by the SEC based in Mt Pleasant, SC. The firm has been registered since 2020. It reports $90.7 million in regulatory assets under management and employs 6 people.
Modern Capital Management, Co. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Dale Atkins Control | Ceo / Cco | Under 5% | 2022 |
| Modern Capital Inc. Control | Parent Company | Over 75% | 2019 |
| Bradley Dale Atkins Control | Owner | Over 75% | 2019 |
Frequently asked questions
How much does Modern Capital Management, Co. manage?
Modern Capital Management, Co. reports $90.7 million in regulatory assets under management on its Form ADV.
How many employees does Modern Capital Management, Co. have?
Modern Capital Management, Co. reports 6 employees.
Where is Modern Capital Management, Co. located?
Modern Capital Management, Co. is based in Mt Pleasant, SC and has been SEC-registered since 2020.
Does Modern Capital Management, Co. disclose fund performance?
Modern Capital Management, Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 75 Port City Landing, Suite 110, Mt Pleasant, SC 29464 |
| Phone | 843-892-0244 |
| Office hours | 9:00 To 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$90.7M▼ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$90.7Mregulatory AUM
Discretionary $87.3MNon-discretionary $3.3M