# MODICA FINANCIAL SERVICES

MODICA FINANCIAL SERVICES of LEBANON, TN is an SEC-registered investment adviser.

## Registration

- CRD: 135583
- Type: SEC-registered investment adviser
- Location: 50 HARBOR POINTE, LEBANON, TN, 37087
- Phone: 805-712-4044
- Latest filing: 2026-02-20
- Regulatory AUM: $3.1M
- Non-discretionary AUM: $3.1M
- Clients: 1
- Accounts: 12

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135583/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135583/similar
- Related entities: https://search.stillhousedata.com/firm/135583/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135583

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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.