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Modern Capital Advisors, LLC

Modern Capital Advisors, LLC. CRD 131117

M

CRD: 131117

Modern Capital Advisors, LLC

Raleigh, NC, 27617
8004400442
www.moderncap.com
$254.8M Total AUM
$15.1M Disc. AUM
19.6% 3Y CAGR
19 Employees
2,442 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Axos · Etrade · RBC
Clients
Retail
Platforms
--
Established Date
09-01-2004
Office Locations
16

Office Locations

11607 Spring Cypress Road Suite B Tomball TX
1829 E Franklin ST STE 600c Raleigh NC
2600 Neuse Blvd NEW Bern NC

About Modern Capital Advisors, LLC

Modern Capital is a boutique asset manager based in Charleston, SC, focused on income-oriented strategies for investment advisors, institutions, and high-net-worth individuals and families. The team partners through a consultative discovery process to align solutions to client needs, pain points, and strategic vision, with strategies accessible across multiple distribution platforms.

Team overview

47 AVG AGE
$14.2M AVG AUM / ADVISOR
$104.3K AVG AUM / CLIENT
5 yrs AVG TENURE
19 Employees
18 Advisory Reps
18 RIA Reps
21yrs Firm Age

Insights

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Asset Classes

Pioneer Optima

Client Personas

Insight matrix

CRM

Bridge

Custodian

Insight Capital frontier Vertex delta Timber Signal ember Harbor

Investment Themes

Wave

Investment Vehicles

Meridian north

Platform

Zenith Focus

Services

Focus foundation Timber Alpha insight Unison insight Prime wave

Owner & Executives

C

Christopher Carrigan

Advisor, Chief Executive Officer

CRD
--
Ownership
25% but less than 50%
(706) 903-7399
harbor.atlas@northcapital.com
in linkedin.com/in/quantum-value
A

ASHLEY BROOK CHAMBERS

CHIEF MARKETING OFFICER, Director

CRD
--
Ownership
25% but less than 50%
(852) 396-7162
zenith.north@radialcapital.com
in linkedin.com/in/fusion-pathway
V

Vector catalyst

Crest capital harbor

CRD
#57917
Ownership
7.8%
(260) 986-5368
harbor.unison@alphacapital.com
in linkedin.com/in/prime-wave

Showing 2 of 4 owners & executives

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Contacts

JOHN ESROM ANDERSON

JOHN ESROM ANDERSON

Financial Advisor, General Partner

CRD
#1786881
(543) 935-3455
bridge.north@pathwaycapital.com
in linkedin.com/in/radial-catalyst
N

NICHOLAS TILDEN DREW

Advisor

CRD
#2774394
(589) 885-8300
momentum.wave@primecapital.com
in linkedin.com/in/optima-foundation
M

Momentum capital

Frontier capital bridge

CRD
#75585
(589) 670-2064
peak.momentum@embercapital.com
in linkedin.com/in/focus-catalyst

Showing 2 of 22 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-27-2021
12-20-2022
10-25-2023
03-29-2024
04-02-2026
Category Assets AVG. Account size
Discretionary $15,141,673 $458,839
Non-Discretionary $239,673,354 $201,745
Total $254,815,027 $208,694

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Separately Managed Accounts

Total SMA Asset: $254,815,027

$254.8M Total SMA
Equity - Exchange:
7.6%
Public Funds:
13.5%
Cash:
19.4%
U.S. Government/Agency:
17.3%
Municipal Bonds:
12.3%
Corporate - Investment Grade:
12.3%
Equity - OTC:
17.6%
Asset class Assets Assets %
Equity - Exchange $590,909,309 7.6%
Public Funds $1,049,641,536 13.5%
Cash $1,508,373,763 19.4%
U.S. Government/Agency $1,345,096,191 17.3%
Municipal Bonds $956,340,066 12.3%
Corporate - Investment Grade $956,340,066 12.3%
Equity - OTC $1,368,421,560 17.6%
Total $7,775,122,491 100.0%

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