Data / Investment advisers / South Carolina / Modern Capital Management, Co.
Modern Capital Management, Co., Mt Pleasant, SC: $90.7 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Modern Capital Management, Co. is an SEC registered investment adviser with its main office in Mt Pleasant, South Carolina and reports $90.7 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include investment companies, banks and thrifts and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 306631
- SEC file number
- 801-117876
- SEC status
- Approved, effective January 2, 2020
- Main office
- 75 Port City Landing Suite 110, Mt Pleasant, SC 29464
- Phone
- (843) 892-0244
- Website
- moderncap.com
- Regulatory AUM
- $90,653,658 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $87,330,861
- Non discretionary AUM
- $3,322,797
- Accounts
- 25
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $76.1 million |
| Banking or thrift institutions | 12 | $9.2 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3.3 million |
| Corporations or other businesses | 8 | $2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $90.7 million | March 31, 2026 |
| December 1, 2025 | $100.8 million | October 15, 2025 |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Blue Granite Capital, LLC | Charleston | $108.8 million | Not listed | adviserinfo.sec.gov |
| Coastal Wealth Advisors, LLC | Johns Island | $106.6 million | Not listed | adviserinfo.sec.gov |
| Runey & Associates Wealth Management | Mount Pleasant | $104.8 million | Not listed | adviserinfo.sec.gov |
| Taverik Capital, LLC | Greenville | $97.5 million | 4 | adviserinfo.sec.gov |
| Novus Advisors | Greenville | $91.3 million | Not listed | adviserinfo.sec.gov |
| Task Force X Capital Management, LLC | Fort Mill | Not listed | 7 | adviserinfo.sec.gov |
| XRC Investment Advisors LLC | Aiken | Not listed | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $50 million to $100 million in AUM
- Advisers serving investment companies
- Advisers serving banks and thrifts
- Modern Capital Management, Co. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.