MODERN CAPITAL GROUP LLC

MODERN CAPITAL GROUP LLC is an SEC-registered investment adviser (CRD 173212). Regulatory assets under management: $42.5M.

Registration

• CRD: 173212
• SEC file number: 801-80501
• Type: Registered investment adviser
• Phone: 212-531-5600
• Latest filing: 2025-07-16
• Regulatory AUM: $42.5M
• Discretionary AUM: $42.5M
• Clients: 2
• Accounts: 52

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

Branch offices (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173212 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search