AdvisorCensus / Financial advisors / Michigan / Detroit / Modell Capital Management LLC
Modell Capital Management LLC
Filed as MODELL CAPITAL MANAGEMENT LLC
Modell Capital Management LLC is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 12, 2026.
Quick answers
From the filingHow is Modell Capital Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Modell Capital Management LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Modell Capital Management LLC located?
Modell Capital Management LLC's principal office is in Bloomfield Hills, MI, according to its Form ADV; the December 2025 filing also lists 1 other office (Schedule D, Section 1.F).
Is Modell Capital Management LLC registered with the SEC or a state?
Modell Capital Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339228.
How much does Modell Capital Management LLC manage?
Modell Capital Management LLC reports $1,884,181,810 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).
What types of clients does Modell Capital Management LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (270); high net worth individuals (101); corporations or other businesses not listed above (10).
Which custodians does Modell Capital Management LLC use?
Modell Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.
Does Modell Capital Management LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339228
What changed in Modell Capital Management LLC's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $0 to $1,884,181,810. No longer lists an office in Bloomfield Hills, MI. Registered or notice-filed in AZ, CA, CO, FL, GA, IL, MD, NY. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated February 12, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,884,181,810 as of October 2026, filing dated February 12, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 7. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the December 2025 filing
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $0 to $1,884,181,810.
- No longer lists an office in Bloomfield Hills, MI.
- Registered or notice-filed in AZ, CA, CO, FL, GA, IL, MD, NY.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Modell Capital Management LLC (CRD 339228): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/modell-capital-management-llc-bloomfield-hills-mi-339228