# Modified Investments

> Modified Investments is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 324512
- Filed as: MODIFIED INVESTMENTS
- Legal name: Modified Investments, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324512
- AdvisorCensus page: https://advisorcensus.com/firm/modified-investments-324512

## Quick answers

**How is Modified Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Modified Investments reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Modified Investments registered with the SEC or a state?**
Modified Investments is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324512.

**How much does Modified Investments manage?**
Modified Investments reports $10,070,782 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**What types of clients does Modified Investments serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6); individuals (other than high net worth individuals) (1).

**Does Modified Investments 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/324512

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,070,782
- Discretionary: $10,070,782
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $22,013 |
| High net worth individuals | 6 | $10,048,769 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 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.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Modified Investments (CRD 324512): Form ADV filing data as of October 2026.