Modern Portfolio Consultants, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 26, 2026, reports $1.2B in regulatory assets under management, 3 employees, and 9 accounts.
Assets Under Management
$1.2B
Employees
3
Offices
--
Total Clients
9
Primary office
NAPLES, FL
4850 TAMIAMI TRAIL N., 301, NAPLES, FL, United States
Top client segmentRELIGIOUS ORGANIZATIONS represent 100.0% of total clients.
Top client categories% of clientsClients
1
RELIGIOUS ORGANIZATIONS
100.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 26, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.2B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts9
10Y AUM Change+$782M (+188.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee3:1
10Y Employee Change+1 (+50.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.