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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2024
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BILLINGSLEY, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | OWNER | NA | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEWEESE, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEWEESE, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEWEESE, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEWEESE, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEWEESE, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEWEESE, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEWEESE, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEWEESE, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEWEESE, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEWEESE, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEWEESE, GARY, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| LANDSIEDEL, JOHN, JOSEPH | I | CCO | NA | Control |
| LANDSIEDEL, JOHN, JOSEPH | I | CCO | NA | Control |
| LANDSIEDEL, JOHN, JOSEPH | I | CCO | NA | Control |
| LAWSON, MICHELLE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAWSON, MICHELLE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAWSON, MICHELLE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAWSON, MICHELLE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAWSON, MICHELLE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAWSON, MICHELLE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAWSON, MICHELLE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAWSON, MICHELLE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAWSON, MICHELLE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAWSON, MICHELLE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAWSON, MICHELLE, L | I | CHIEF COMPLIANCE OFFICER | NA | |
| Landsiedel, John | I | CCO | NA | Control |
| Neustrom, Brian, William | I | CCO | NA | |
| Neustrom, Brian, William | I | CCO | NA | |
| PINEMAN, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| PINEMAN, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| PINEMAN, JOHN, THOMAS | I | CCO | NA | Control |
| PINEMAN, JOHN, THOMAS | I | CCO | NA | Control |
| PINEMAN, JOHN, THOMAS | I | CCO | NA | Control |
| PINEMAN, JOHN, THOMAS | I | CCO | NA | Control |
| SHANAHAN, DANIEL, JAMES | I | PRESIDENT | NA | |
| SHANAHAN, DANIEL, JAMES | I | PRESIDENT | NA | |
| SHANAHAN, DANIEL, JAMES | I | PRESIDENT | NA | |
| SHANAHAN, DANIEL, JAMES | I | PRESIDENT | NA | |
| SHANAHAN, DANIEL, JAMES | I | PRESIDENT | NA | |
| SHANAHAN, DANIEL, JAMES | I | PRESIDENT | NA | |
| SHANAHAN, DANIEL, JAMES | I | PRESIDENT | NA | |
| SHANAHAN, DANIEL, JAMES | I | PRESIDENT | NA | |
| SHANAHAN, DANIEL, JAMES | I | PRESIDENT | NA | |
| SHANAHAN, DANIEL, JAMES | I | PRESIDENT | NA | |
| WILD, KRISTOF | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILD, KRISTOF | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILD, KRISTOF | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILD, KRISTOF | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILD, KRISTOF | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILD, KRISTOF | I | CHIEF OPERATING OFFICER | NA | |
| WILD, KRISTOF | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILD, KRISTOF | I | CHIEF OPERATING OFFICER | NA | |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | PARTNER | E | Control |
| ATKINS, BRADLEY, DALE | I | CCO | E | Control |
| ATKINS, BRADLEY, DALE | I | CCO | E | Control |
| ATKINS, BRADLEY, DALE | I | CCO | E | Control |
| ATKINS, BRADLEY, DALE | I | CCO | E | Control |
| ATKINS, BRADLEY, DALE | I | CCO | E | Control |
| ATKINS, BRADLEY, DALE | I | CCO | E | Control |
| ATKINS, BRADLEY, DALE | I | OWNER | E | Control |
| ATKINS, BRADLEY, DALE | I | OWNER | E | Control |
| ATKINS, BRADLEY, DALE | I | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| LIBERTY PARTNERS HOLDINGS, LLC | DE | OWNER | E | Control |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| RETHINK, LLC | DE | OWNER | E | |
| CHAMBERS, ASHLEY, BROOK | I | CHIEF MARKETING OFFICER | C | Control |
| Carrigan, Christopher | I | CEO | C | Control |
| TOPSAIL ACQUISITIONS HOLDINGS, LLC | DE | HOLDING COMPANY | C | |
| WOODWARD, CASSANDRA, TALEEN | I | COO | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| ATKINS, BRADLEY, DALE | I | RETHINK, LLC | E | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| BILLINGSLEY, KENNETH, WAYNE | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
| FANNING, JEFFERY, ALLEN | I | LIBERTY PARTNERS HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
Mar 29, 2024 REGISTERED
Notice Filings (37)
AL AR AZ CA CO CT FL GA HI IA ID IL IN KS KY LA MA MD MI MO MS NC NH NJ NV NY OH OK OR PA PR SC SD TN TX VA WA
Address
7780 BRIER CREEK PARKWAYSUITE 325
RALEIGH, NC 27617
United States
Phone: 800-440-0442