MODERN CAPITAL ADVISORS, LLC
CRD #131117 SEC #801-72611 RALEIGH, NC 800-440-0442
SEC Registered Broker-Dealer
Total AUM
$285.4M
Discretionary
$273.7M
Employees
30
Clients
51
Accounts
1,561
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $285.4M | $273.7M | $11.7M | 30 | 1,561 |
| Oct 2023 | $171.8M | $164.5M | $7.3M | 42 | 1,281 |
| May 2023 | $171.8M | $164.5M | $7.3M | 42 | 1,281 |
| Apr 2023 | $171.8M | $164.5M | $7.3M | 42 | 1,281 |
| Mar 2023 | $142.3M | $139.1M | $3.2M | 41 | 1,238 |
| Jan 2023 | $142.3M | $139.1M | $3.2M | 41 | 1,238 |
| Dec 2022 | $142.3M | $139.1M | $3.2M | 41 | 1,238 |
| Dec 2022 | $142.3M | $139.1M | $3.2M | 41 | 1,238 |
| Dec 2022 | $142.3M | $139.1M | $3.2M | 41 | 1,238 |
| Aug 2022 | $142.3M | $139.1M | $3.2M | 41 | 1,238 |
| Mar 2022 | $142.3M | $139.1M | $3.2M | 41 | 1,238 |
| Mar 2022 | $142.3M | $139.1M | $3.2M | 41 | 1,238 |
| Jan 2022 | $142.3M | $139.1M | $3.2M | 41 | 1,238 |
| Jul 2021 | $98.6M | $96.9M | $1.7M | 41 | 1,110 |
| Apr 2021 | $98.6M | $96.9M | $1.7M | 41 | 1,110 |
| Apr 2021 | $98.6M | $96.9M | $1.7M | 41 | 1,110 |
| Mar 2021 | $100.2M | $100.2M | $0 | 37 | 1,142 |
| Feb 2021 | $100.2M | $100.2M | $0 | 37 | 1,142 |
| Nov 2020 | $100.2M | $100.2M | $0 | 37 | 1,142 |
| Nov 2020 | $100.2M | $100.2M | $0 | 37 | 1,142 |
| Jul 2020 | $100.2M | $100.2M | $0 | 37 | 1,142 |
| Nov 2019 | $100.2M | $98.4M | $1.8M | 37 | 0 |
| Nov 2019 | $100.2M | $98.4M | $1.8M | 37 | 0 |
| Mar 2019 | $100.2M | $98.4M | $1.8M | 37 | 0 |
| Mar 2018 | $150.2M | $144.1M | $6.1M | 49 | 0 |
| Mar 2017 | $100.6M | $88.2M | $12.4M | 38 | 600 |
| Nov 2016 | $77.6M | $76.8M | $833K | 38 | 600 |
| Nov 2016 | $77.6M | $76.8M | $833K | 38 | 600 |
| Oct 2016 | $77.6M | $76.8M | $833K | 38 | 600 |
| Oct 2016 | $77.6M | $76.8M | $833K | 38 | 600 |
| Oct 2016 | $77.6M | $76.8M | $833K | 38 | 600 |
| Jul 2016 | $77.6M | $76.8M | $833K | 38 | 600 |
| Jan 2015 | $67.6M | $36M | $31.6M | 22 | 600 |
| Oct 2014 | $67.6M | $36M | $31.6M | 22 | 600 |
| Oct 2014 | $67.6M | $36M | $31.6M | 22 | 600 |
| Sep 2014 | $67.6M | $36M | $31.6M | 22 | 600 |
| Apr 2014 | $67.6M | $36M | $31.6M | 22 | 600 |
| Mar 2014 | $67.6M | $36M | $31.6M | 22 | 600 |
| Mar 2014 | $56.1M | $6.4M | $49.8M | 22 | 600 |
| Aug 2013 | $56.1M | $6.4M | $49.8M | 22 | 600 |
| Jul 2013 | $56.1M | $6.4M | $49.8M | 22 | 600 |
| Jun 2013 | $56.1M | $6.4M | $49.8M | 22 | 600 |
| Jun 2013 | $56.1M | $6.4M | $49.8M | 22 | 600 |
| Jun 2013 | $56.1M | $6.4M | $49.8M | 22 | 600 |
| Mar 2013 | $56.1M | $6.4M | $49.8M | 22 | 600 |
| Mar 2013 | $56.1M | $6.4M | $49.8M | 22 | 600 |
| Mar 2013 | $56.1M | $6.4M | $49.8M | 22 | 600 |
| Mar 2013 | $47.5M | $6.1M | $41.4M | 10 | 26 |
| Feb 2013 | $47.5M | $6.1M | $41.4M | 10 | 26 |
| Jan 2012 | $26.1M | $3.2M | $22.9M | 1 | 26 |
| Jan 2012 | $26.1M | $3.2M | $22.9M | 1 | 26 |
| Jul 2011 | $26.1M | $3.2M | $22.9M | 5 | -- |
| Jul 2011 | $26.1M | $3.2M | $22.9M | 5 | -- |
DateMar 2024
Total AUM$285.4M
Discretionary$273.7M
Non-Disc.$11.7M
Employees30
Clients1,561
DateOct 2023
Total AUM$171.8M
Discretionary$164.5M
Non-Disc.$7.3M
Employees42
Clients1,281
DateMay 2023
Total AUM$171.8M
Discretionary$164.5M
Non-Disc.$7.3M
Employees42
Clients1,281
DateApr 2023
Total AUM$171.8M
Discretionary$164.5M
Non-Disc.$7.3M
Employees42
Clients1,281
DateMar 2023
Total AUM$142.3M
Discretionary$139.1M
Non-Disc.$3.2M
Employees41
Clients1,238
DateJan 2023
Total AUM$142.3M
Discretionary$139.1M
Non-Disc.$3.2M
Employees41
Clients1,238
DateDec 2022
Total AUM$142.3M
Discretionary$139.1M
Non-Disc.$3.2M
Employees41
Clients1,238
DateDec 2022
Total AUM$142.3M
Discretionary$139.1M
Non-Disc.$3.2M
Employees41
Clients1,238
DateDec 2022
Total AUM$142.3M
Discretionary$139.1M
Non-Disc.$3.2M
Employees41
Clients1,238
DateAug 2022
Total AUM$142.3M
Discretionary$139.1M
Non-Disc.$3.2M
Employees41
Clients1,238
DateMar 2022
Total AUM$142.3M
Discretionary$139.1M
Non-Disc.$3.2M
Employees41
Clients1,238
DateMar 2022
Total AUM$142.3M
Discretionary$139.1M
Non-Disc.$3.2M
Employees41
Clients1,238
DateJan 2022
Total AUM$142.3M
Discretionary$139.1M
Non-Disc.$3.2M
Employees41
Clients1,238
DateJul 2021
Total AUM$98.6M
Discretionary$96.9M
Non-Disc.$1.7M
Employees41
Clients1,110
DateApr 2021
Total AUM$98.6M
Discretionary$96.9M
Non-Disc.$1.7M
Employees41
Clients1,110
DateApr 2021
Total AUM$98.6M
Discretionary$96.9M
Non-Disc.$1.7M
Employees41
Clients1,110
DateMar 2021
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees37
Clients1,142
DateFeb 2021
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees37
Clients1,142
DateNov 2020
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees37
Clients1,142
DateNov 2020
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees37
Clients1,142
DateJul 2020
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees37
Clients1,142
DateNov 2019
Total AUM$100.2M
Discretionary$98.4M
Non-Disc.$1.8M
Employees37
Clients0
DateNov 2019
Total AUM$100.2M
Discretionary$98.4M
Non-Disc.$1.8M
Employees37
Clients0
DateMar 2019
Total AUM$100.2M
Discretionary$98.4M
Non-Disc.$1.8M
Employees37
Clients0
DateMar 2018
Total AUM$150.2M
Discretionary$144.1M
Non-Disc.$6.1M
Employees49
Clients0
DateMar 2017
Total AUM$100.6M
Discretionary$88.2M
Non-Disc.$12.4M
Employees38
Clients600
DateNov 2016
Total AUM$77.6M
Discretionary$76.8M
Non-Disc.$833K
Employees38
Clients600
DateNov 2016
Total AUM$77.6M
Discretionary$76.8M
Non-Disc.$833K
Employees38
Clients600
DateOct 2016
Total AUM$77.6M
Discretionary$76.8M
Non-Disc.$833K
Employees38
Clients600
DateOct 2016
Total AUM$77.6M
Discretionary$76.8M
Non-Disc.$833K
Employees38
Clients600
DateOct 2016
Total AUM$77.6M
Discretionary$76.8M
Non-Disc.$833K
Employees38
Clients600
DateJul 2016
Total AUM$77.6M
Discretionary$76.8M
Non-Disc.$833K
Employees38
Clients600
DateJan 2015
Total AUM$67.6M
Discretionary$36M
Non-Disc.$31.6M
Employees22
Clients600
DateOct 2014
Total AUM$67.6M
Discretionary$36M
Non-Disc.$31.6M
Employees22
Clients600
DateOct 2014
Total AUM$67.6M
Discretionary$36M
Non-Disc.$31.6M
Employees22
Clients600
DateSep 2014
Total AUM$67.6M
Discretionary$36M
Non-Disc.$31.6M
Employees22
Clients600
DateApr 2014
Total AUM$67.6M
Discretionary$36M
Non-Disc.$31.6M
Employees22
Clients600
DateMar 2014
Total AUM$67.6M
Discretionary$36M
Non-Disc.$31.6M
Employees22
Clients600
DateMar 2014
Total AUM$56.1M
Discretionary$6.4M
Non-Disc.$49.8M
Employees22
Clients600
DateAug 2013
Total AUM$56.1M
Discretionary$6.4M
Non-Disc.$49.8M
Employees22
Clients600
DateJul 2013
Total AUM$56.1M
Discretionary$6.4M
Non-Disc.$49.8M
Employees22
Clients600
DateJun 2013
Total AUM$56.1M
Discretionary$6.4M
Non-Disc.$49.8M
Employees22
Clients600
DateJun 2013
Total AUM$56.1M
Discretionary$6.4M
Non-Disc.$49.8M
Employees22
Clients600
DateJun 2013
Total AUM$56.1M
Discretionary$6.4M
Non-Disc.$49.8M
Employees22
Clients600
DateMar 2013
Total AUM$56.1M
Discretionary$6.4M
Non-Disc.$49.8M
Employees22
Clients600
DateMar 2013
Total AUM$56.1M
Discretionary$6.4M
Non-Disc.$49.8M
Employees22
Clients600
DateMar 2013
Total AUM$56.1M
Discretionary$6.4M
Non-Disc.$49.8M
Employees22
Clients600
DateMar 2013
Total AUM$47.5M
Discretionary$6.1M
Non-Disc.$41.4M
Employees10
Clients26
DateFeb 2013
Total AUM$47.5M
Discretionary$6.1M
Non-Disc.$41.4M
Employees10
Clients26
DateJan 2012
Total AUM$26.1M
Discretionary$3.2M
Non-Disc.$22.9M
Employees1
Clients26
DateJan 2012
Total AUM$26.1M
Discretionary$3.2M
Non-Disc.$22.9M
Employees1
Clients26
DateJul 2011
Total AUM$26.1M
Discretionary$3.2M
Non-Disc.$22.9M
Employees5
Clients--
DateJul 2011
Total AUM$26.1M
Discretionary$3.2M
Non-Disc.$22.9M
Employees5
Clients--