Modern Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated April 2, 2026, reports $255M in regulatory assets under management, 19 employees, 4 offices, and 1,221 accounts.
Assets Under Management
$255M
Employees
19
Offices
4 offices
Total Clients
1,221
Primary office
RALEIGH, NC
7780 BRIER CREEK PARKWAY, SUITE 325, RALEIGH, NC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.3% of total clients.
Top client categories% of clientsClients
1
Individuals
97.3%
1,188
2
HNWI
2.7%
33
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$255Mas of April 2, 2026
Discretionary5.9%
$15M
6% of total RAUM5.9%
Non-discretionary94.1%
$240M
94% of total RAUM94.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$255M
Total Accounts1,221
10Y AUM Change+$154M (+153.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee64:1
10Y Employee Change-19 (-50.0%)
* 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.