MODERN CAPITAL ADVISORS, LLC

Overview

Modern Capital Advisors, LLC is a multi-state wealth manager and broker-dealer that serves individual and family clients. Registered with the SEC since 2011 as an LLC, the firm operates as a capital allocator and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee options, reflecting a hybrid service model. Investment posture skews toward publicly traded equities, with a clear preference for exchange-traded instruments as the primary implementation vehicle. The firm also allocates to external alternative managers—primarily real estate strategies—and uses mutual funds as complementary building blocks. Modern Capital Advisors participates in sponsoring or managing pooled investment vehicles and maintains affiliations that span broker-dealer activity, accounting, and real estate brokerage, which supports a broader set of capital-deployment capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices