{
  "crd_number": 339228,
  "slug": "modell-capital-management-llc-bloomfield-hills-mi-339228",
  "primary_business_name": "MODELL CAPITAL MANAGEMENT LLC",
  "legal_name": "MODELL CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Bloomfield Hills",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-15",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-02-12",
  "carried_forward": false,
  "raum_total": 1884181810.0,
  "raum_discretionary": 1884181810.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 7,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 9583208.0,
      "count": 5
    },
    "individuals": {
      "raum": 323800249.0,
      "count": 270
    },
    "insurance_companies": {
      "raum": 11163617.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 20372360.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 1485988207.0,
      "count": 101
    },
    "corporations_other_businesses": {
      "raum": 33274169.0,
      "count": 10
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "LA",
    "MD",
    "MI",
    "NY",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339228",
  "city_as_filed": "BLOOMFIELD HILLS",
  "url": "https://advisorcensus.com/firm/modell-capital-management-llc-bloomfield-hills-mi-339228",
  "display_name": "Modell Capital Management LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Modell Capital Management LLC (CRD 339228): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Modell Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Modell Capital Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Modell Capital Management LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Modell Capital Management LLC registered with the SEC or a state?",
      "a": "Modell Capital Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339228."
    },
    {
      "q": "How much does Modell Capital Management LLC manage?",
      "a": "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)."
    },
    {
      "q": "What types of clients does Modell Capital Management LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Modell Capital Management LLC use?",
      "a": "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."
    },
    {
      "q": "Does Modell Capital Management LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Modell Capital Management LLC's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/modell-capital-management-llc-bloomfield-hills-mi-339228.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 270,
      "fewer_than_5": false,
      "raum": 323800249.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 101,
      "fewer_than_5": false,
      "raum": 1485988207.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 20372360.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 9583208.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": true,
      "raum": 11163617.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 33274169.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339228",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}