Modern Capital Management, Co.
Modern Capital Management, Co. is an SEC-registered ria with $90.7M assets under management (AUM, regulatory AUM), -10% over one year. See who owns Modern Capital Management, Co.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306631, SEC 801-117876, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $90.7M (2026-03-31)
- Firm type
- Ria
- Employees
- 6
- Clients
- 20
- CRD
- 306631
- Ownership
- WILD, KRISTOF; ROACH, ROBERT, GARFIELD; MODERN CAPITAL INC.; ATKINS, BRADLEY, DALE
How much AUM does Modern Capital Management, Co. have?
Modern Capital Management, Co. reported $90.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Modern Capital Management, Co.?
Disclosed owners and executives of Modern Capital Management, Co. include WILD, KRISTOF, ROACH, ROBERT, GARFIELD, MODERN CAPITAL INC., ATKINS, BRADLEY, DALE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.