Modernist Financial, LLC

Overview

Modernist Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm positions itself as a capital allocator for individuals and families, offering a mix of financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee model includes a percentage of assets under management plus options for hourly and fixed-fee engagements. The adviser reports SEC registration in 2026 and states it is not an active ESG investor, not a multi-state adviser, and not a pension consultant or related adviser. It identifies as an established firm rather than a newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices