MODERN CAPITAL MANAGEMENT, CO.

MODERN CAPITAL MANAGEMENT, CO. of MT PLEASANT, SC is an SEC-registered investment adviser (CRD 306631). Regulatory assets under management: $90.7M.

Registration

• CRD: 306631
• SEC file number: 801-117876
• Type: Registered investment adviser
• Location: 75 PORT CITY LANDING, SUITE 110, MT PLEASANT, SC, 29464
• Phone: 843-892-0244
• Latest filing: 2026-03-31
• Regulatory AUM: $90.7M
• Discretionary AUM: $87.3M
• Non-discretionary AUM: $3.3M
• Clients: 6
• Accounts: 25

Business model

Compensation: % of AUM.

Clients served: Pooled vehicles, Pensions.

Officers, owners & control persons (4)

Branch offices (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306631 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search