# Modern Asset Management LLC

> Modern Asset Management LLC is a state-registered investment advisory firm in Columbus, NE, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 128768
- Filed as: MODERN ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, NE
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128768
- AdvisorCensus page: https://advisorcensus.com/firm/modern-asset-management-llc-columbus-ne-128768

## Quick answers

**How is Modern Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Modern Asset Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Modern Asset Management LLC located?**
Modern Asset Management LLC's principal office is in Columbus, NE, according to its Form ADV.

**Is Modern Asset Management LLC registered with the SEC or a state?**
Modern Asset Management LLC is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 128768.

**How much does Modern Asset Management LLC manage?**
Modern Asset Management LLC reports $30,315,081 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**What types of clients does Modern Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (272); corporations or other businesses not listed above (1).

**Does Modern Asset 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128768

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $30,315,081
- Discretionary: $30,315,081
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 272 | $30,157,905 |
| Corporations or other businesses not listed above | 1 | $157,176 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nebcpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Modern Asset Management LLC (CRD 128768): Form ADV filing data as of October 2026.