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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 12-01-2022
- Office Locations
- 37
Office Locations
About Modern Wealth Management, LLC
Modern Wealth Management is an RIA providing integrated financial planning and investment management, supported by in-house tax, insurance, and estate planning specialists. The firm serves individuals and families, offers a dedicated planning program for the public safety community (first responders, government and military), and supports employers with retirement plan administration and fiduciary consulting. It also runs America’s Wealth Management Show and offers a partner platform for advisors.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL JOHN CAPELLE
Advisor, CO-CEO
- CRD
- #4933023
- Ownership
- Less than 5%
JASON MICHAEL GORDO
Advisor, President
- CRD
- #4350600
- Ownership
- Less than 5%
Glacier harbor
Ridge ember
- CRD
- #82628
- Ownership
- 28.0%
Showing 2 of 4 owners & executives
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KYLE MICHAEL AKERS
Senior Advisor
- CRD
- #5521788
TYLER JACOB ALLEN
Public Safety Representative
- CRD
- #6458613
Focus optima
Quantum meridian element
- CRD
- #56667
Showing 2 of 140 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,229,142,508 | $338,221 |
| Non-Discretionary | $674,908,734 | $1,809,407 |
| Total | $10,904,051,242 | $356,144 |
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Separately Managed Accounts
Total SMA Asset: $10,904,051,242
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $72,045,926 | 4.7% |
| Equity - Exchange | $142,558,961 | 9.3% |
| Cash | $174,749,694 | 11.4% |
| Other | $314,242,870 | 20.5% |
| Corporate - Investment Grade | $306,578,410 | 20.0% |
| Municipal Bonds | $202,341,751 | 13.2% |
| Private Funds | $223,802,239 | 14.6% |
| U.S. Government/Agency | $96,572,200 | 6.3% |
| Total | $1,532,892,051 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION NORTH BEACON | ZENITH WAVE | V5T0TZ394 | ZTXI | 2.28% | $27,530,299 |
| FOUNDATION FOCUS | FRONTIER PATHWAY | X20Y2U2ZP | RGDSS | 10.90% | $106,038,276 |
| PIONEER ZENITH VALUE | ALPHA CREST | VVLSE8JYR | LEC | 11.51% | $57,068,119 |
| OAK VECTOR VERTEX | FUSION PATHWAY | EAY5PDC67 | MHPG | 8.32% | $112,855,712 |
| FRONTIER BRIDGE | UNISON PRIME | NAN4YUVTW | SKIK | 2.39% | $87,907,391 |
| QUANTUM OPTIMA | MATRIX BEACON | PT9SRYAGW | TBVGW | 4.19% | $35,376,715 |
| PATHWAY HORIZON MERIDIAN | LEGACY ELEMENT | JKVNVZ91X | TBD | 2.66% | $42,757,152 |
| WAVE FOCUS | TIMBER DELTA | 3SRATEMMP | RCE | 1.58% | $104,699,647 |