# Modern Portfolio Consultants, LLC

> Modern Portfolio Consultants, LLC is an SEC-registered investment advisory firm in Naples, FL, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 120846
- Filed as: MODERN PORTFOLIO CONSULTANTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120846
- AdvisorCensus page: https://advisorcensus.com/firm/modern-portfolio-consultants-llc-naples-fl-120846

## Quick answers

**How is Modern Portfolio Consultants, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Modern Portfolio Consultants, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Modern Portfolio Consultants, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Subscription: $50,000 a year (services required under the advisory relationship). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Modern Portfolio Consultants, LLC located?**
Modern Portfolio Consultants, LLC's principal office is in Naples, FL, according to its Form ADV.

**Is Modern Portfolio Consultants, LLC registered with the SEC or a state?**
Modern Portfolio Consultants, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 120846.

**How much does Modern Portfolio Consultants, LLC manage?**
Modern Portfolio Consultants, LLC reports $1,196,629,908 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).

**How have Modern Portfolio Consultants, LLC's assets and staff changed since 2021?**
In the Form ADV data for Modern Portfolio Consultants, LLC: Regulatory assets under management: $572,008,396 in the October 2021 data and $1,196,629,908 in the October 2026 data, up 109%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Modern Portfolio Consultants, LLC serve?**
By number of clients on Form ADV Item 5.D: other (9).

**Does Modern Portfolio Consultants, 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/120846

**What changed in Modern Portfolio Consultants, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $1,015,481,014 to $1,196,629,908 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Subscription: $50,000 a year (services required under the advisory relationship)

> Generally, the minimum account size is $20,000,000 and /or a minimum fee of $50,000 per year for new clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,196,629,908
- Discretionary: $0
- Non-discretionary: $1,196,629,908

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other | 9 | $1,196,629,908 |

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2002 (24 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $572,008,396 | 2 | March 25, 2021 |
| October 2022 | $662,479,927 | 2 | March 29, 2022 |
| October 2023 | $970,331,188 | 2 | March 24, 2023 |
| October 2024 | $1,023,388,263 | 2 | April 29, 2024 |
| October 2025 | $1,015,481,014 | 2 | March 25, 2025 |
| October 2026 | $1,196,629,908 | 3 | March 26, 2026 |

Regulatory assets under management: $572,008,396 in the October 2021 data and $1,196,629,908 in the October 2026 data, up 109%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $1,015,481,014 to $1,196,629,908 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Modern Portfolio Consultants, LLC (CRD 120846): Form ADV filing data as of October 2026.