# MODERN CAPITAL ADVISORS, LLC

MODERN CAPITAL ADVISORS, LLC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 131117
- Type: SEC-registered investment adviser
- SEC file number: 801-72611
- Location: 7780 BRIER CREEK PARKWAY, SUITE 325, RALEIGH, NC, 27617
- Phone: 800-440-0442
- Latest filing: 2026-04-02
- Regulatory AUM: $254.8M
- Discretionary AUM: $15.1M
- Non-discretionary AUM: $239.7M
- Clients: 19
- Accounts: 1,221

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| BILLINGSLEY KENNETH WAYNE | CHIEF COMPLIANCE OFFICER; MEMBER; OWNER | — |
| FANNING JEFFERY ALLEN | MEMBER | — |
| DEWEESE GARY MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| SHANAHAN TERRANCE JAMES | PRESIDENT | — |
| PINEMAN JOHN THOMAS | CCO; CHIEF COMPLIANCE OFFICER | — |
| ATKINS BRADLEY DALE | CCO; MEMBER; OWNER (+1 more) | — |
| LAWSON MICHELLE L | CHIEF COMPLIANCE OFFICER | — |
| WILD KRISTOF | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| Neustrom Brian William | CCO | — |
| LANDSIEDEL JOHN JOSEPH | CCO | — |
| Landsiedel John | CCO | — |
| WOODWARD CASSANDRA TALEEN | COO | — |
| Carrigan Christopher | CEO | — |
| CHAMBERS ASHLEY BROOK | CHIEF MARKETING OFFICER | — |
| Daniel James Shanahan | PRESIDENT, CCO | — |
| Cassandra Taleen Woodward | COO | — |
| Christopher Carrigan | CEO | — |
| Ashley Brook Chambers | CHIEF MARKETING OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131117/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131117/similar
- Related entities: https://search.stillhousedata.com/firm/131117/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131117

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.