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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-13-2016
- Office Locations
- 1
Office Locations
About Modern Assets, LLC
Modern Assets, LLC is a fee-only RIA led by CFP® Marie Thomasson serving individuals with progressive values (women, men, and nonbinary clients). The firm provides personalized financial planning and investment management focused on measurable values alignment—e.g., fossil-fuel divestment, ESG/impact and shareholder accountability, and integrating philanthropy/social impact goals. Portfolios are primarily implemented with ETFs; custody includes Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 25 clients, or 25 clients per representative. That equates to $303.0K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Modern Assets, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Marie Elizabeth Thomasson
Financial Advisor, General Partner, Owner
- CRD
- #6724246
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,574,025 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,574,025 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Modern Assets, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.