MODESTO CAPITAL

MODESTO CAPITAL is an SEC-registered investment adviser (CRD 328343). Regulatory assets under management: $4.2M.

Registration

• CRD: 328343
• Type: Registered investment adviser
• Phone: (732) 908-7316
• Latest filing: 2026-02-10
• Regulatory AUM: $4.2M
• Discretionary AUM: $4.2M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328343 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search