Data / Investment advisers / Florida / Modern Portfolio Consultants, LLC
Modern Portfolio Consultants, LLC, Naples, FL: $1.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Modern Portfolio Consultants, LLC is an SEC registered investment adviser with its main office in Naples, Florida and reports $1.2 billion in regulatory assets under management in its Form ADV filed March 26, 2026. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 120846
- SEC file number
- 801-61244
- SEC status
- Approved, effective June 10, 2002
- Main office
- 4850 Tamiami Trail N. 301, Naples, FL 34103
- Phone
- (239) 359-6400
- Regulatory AUM
- $1,196,629,908 in the Form ADV filed March 26, 2026
- Non discretionary AUM
- $1,196,629,908
- Accounts
- 9
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
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 | $1.20 billion | March 26, 2026 |
| December 1, 2025 | $1.02 billion | March 25, 2025 |
Other advisers in Naples
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Evertern Wealth, LLC | Naples | $1.56 billion | Not listed | adviserinfo.sec.gov |
| Private Capital Management | Naples | $1.44 billion | 7 | adviserinfo.sec.gov |
| Terracap Management LLC | Naples | $1.44 billion | 11 | adviserinfo.sec.gov |
| Fifth Avenue Family Office | Naples | $1.35 billion | Not listed | adviserinfo.sec.gov |
| Intellus Advisors, LLC | Naples | $1.35 billion | Not listed | adviserinfo.sec.gov |
| Aviance Capital Partners LLC | Naples | $1.13 billion | Not listed | adviserinfo.sec.gov |
| The High Net Worth Advisory Group, LLC | Naples | $861.7 million | Not listed | adviserinfo.sec.gov |
| Aurora Investment Managers, LLC | Naples | $358.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Naples, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Modern Portfolio Consultants, LLC 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.