MT PLEASANT, SCCRD 306631Latest ADV March 31, 2026
Modern Capital Management, Co. is an SEC registered investment adviser organized as a corporation with a primary office location in Mt Pleasant, SC. Its latest Form ADV filing, dated March 31, 2026, reports $91M in regulatory assets under management, 6 employees, 3 offices, and 25 accounts.
Assets Under Management
$91M
Employees
6
Offices
3 offices
Total Clients
21
Primary office
MT PLEASANT, SC
75 PORT CITY LANDING, SUITE 110, MT PLEASANT, SC, United States
Top client segmentBanks represent 57.1% of total clients.
Top client categories% of clientsClients
1
Banks
57.1%
12
2
Corporations
38.1%
8
3
Investment Cos.
4.8%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$91Mas of March 31, 2026
Discretionary96.3%
$87M
96% of total RAUM96.3%
Non-discretionary3.7%
$3M
4% of total RAUM3.7%
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.
Total AUM$91M
Total Accounts25
10Y AUM Change+$91M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee4:1
10Y Employee Change+1 (+20.0%)
* 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.