Modern Capital Advisors, LLC

Modern Capital Advisors, LLC (CRD# 131117) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $142,337,284 in 1,129 accounts and serve the financial needs of clients across 37 states (or territories).

Current Firm Details
119 Simmons, Mount Pleasant, SC 29464
http://www.moderncap.com
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    1,129
    ACCOUNTS
  • Average Account Value
    $126,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Modern Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian Neustrom, financial advisor Mount Pleasant SC
Brian W. Neustrom
CRD#: 5530526
119 Simmons, Mount Pleasant, SC 29464

Brian Neustrom (CRD# 5530526) is an Investment Advisor Representative working at Modern Capital Advisors, LLC in Mount Pleasant, SC and has over 11 years of experience in the finance industry.

2
Zachary Stewart, financial advisor Mount Pleasant SC
Zachary D. Stewart
CRD#: 6809213
119 Simmons, Mount Pleasant, SC 29464

Zachary Stewart (CRD# 6809213) is an Investment Advisor Representative working at Modern Capital Advisors, LLC in Mount Pleasant, SC and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals