{
  "crd_number": 306631,
  "slug": "modern-capital-management-co-mt-pleasant-sc-306631",
  "primary_business_name": "MODERN CAPITAL MANAGEMENT, CO.",
  "legal_name": "MODERN CAPITAL MANAGEMENT, CO.",
  "dbas": [],
  "city": "Mt Pleasant",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16700",
  "metro": {
    "cbsa_code": "16700",
    "common_name": "Charleston",
    "msa_name": "Charleston-North Charleston, SC",
    "path": "/advisors/sc/charleston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-01-02",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 90653658.0,
  "raum_discretionary": 87330861.0,
  "raum_non_discretionary": 3322797.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 3322797.0,
      "count": null,
      "fewer_than_5": true
    },
    "banking_thrift": {
      "raum": 9238724.0,
      "count": 12
    },
    "investment_companies": {
      "raum": 76117797.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 1974340.0,
      "count": 8
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA",
    "ME",
    "NY",
    "SC"
  ],
  "websites": [
    "https://moderncap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306631",
  "city_as_filed": "MT PLEASANT",
  "url": "https://advisorcensus.com/firm/modern-capital-management-co-mt-pleasant-sc-306631",
  "display_name": "Modern Capital Management, Co.",
  "summary": "Modern Capital Management, Co. is an SEC-registered investment advisory firm in Mt Pleasant, SC, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Modern Capital Management, Co. (CRD 306631): 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 investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Modern Capital Management, Co. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Modern Capital Management, Co. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Modern Capital Management, Co. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Modern Capital Management, Co. located?",
      "a": "Modern Capital Management, Co.'s principal office is in Mt Pleasant, SC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Modern Capital Management, Co. registered with the SEC or a state?",
      "a": "Modern Capital Management, Co. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306631."
    },
    {
      "q": "How much does Modern Capital Management, Co. manage?",
      "a": "Modern Capital Management, Co. reports $90,653,658 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (96% discretionary)."
    },
    {
      "q": "How have Modern Capital Management, Co.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Modern Capital Management, Co.: Regulatory assets under management: $260,717 in the October 2021 data and $90,653,658 in the October 2026 data, up 34671%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Modern Capital Management, Co. serve?",
      "a": "By number of clients on Form ADV Item 5.D: banking or thrift institutions (12); corporations or other businesses not listed above (8); investment companies (1)."
    },
    {
      "q": "Which custodians does Modern Capital Management, Co. use?",
      "a": "Modern Capital Management, Co.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Modern Capital Management, Co. 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/306631"
    },
    {
      "q": "Does Modern Capital Management, Co. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"The Firm generally requires a minimum relationship size of $1,000,000, which may be waived at its discretion.\""
    },
    {
      "q": "What changed in Modern Capital Management, Co.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $100,752,195 to $90,653,658 (-10%). Registered or notice-filed in CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 260717.0,
      "total_employees": 5,
      "filing_date": "2021-05-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 13359729.0,
      "total_employees": 5,
      "filing_date": "2022-08-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 31696875.0,
      "total_employees": 6,
      "filing_date": "2023-04-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 42478799.0,
      "total_employees": 7,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 100752195.0,
      "total_employees": 7,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 90653658.0,
      "total_employees": 6,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Regulatory assets under management went from $100,752,195 to $90,653,658 (-10%).",
        "Registered or notice-filed in CA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in ME."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 2% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The Firm generally charges advisory fees ranging from 0.25% to 2.00% of assets under management."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Firm generally requires a minimum relationship size of $1,000,000, which may be waived at its discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        2.0
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Firm generally charges advisory fees ranging from 0.25% to 2.00% of assets under management.",
      "The Firm generally requires a minimum relationship size of $1,000,000, which may be waived at its discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/modern-capital-management-co-mt-pleasant-sc-306631.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 3322797.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 12,
      "fewer_than_5": false,
      "raum": 9238724.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 76117797.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1974340.0
    }
  ],
  "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/306631",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}