Modern Capital Advisors, LLC

Overview

Modern Capital Advisors, LLC is an SEC registered investment adviser based in Raleigh, NC, registered since 2004. It reports $255M in assets under management across 1,221 accounts, with 19 employees. It has 18 investment adviser representatives.

Reported AUM

$255M

Discretionary

6%

Accounts

1,221

Average account

$209K

Employees

19

Advisory reps

18

Registered since

2004

Jurisdictions

37

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 4

• Christopher Carrigan Chief Executive Officer CRD 7895285
• Daniel James Shanahan President, Chief Compliance Officer CRD 3277912
• Ashley Brook Chambers Chief Marketing Officer CRD 5161926

1 more executive officer, with direct contact details

Advisory reps 3 of 18

• John E Anderson Insurance Agent · Investment Adviser Rep CRD 1786881
• Nicholas Tilden Drew Registered Rep · Investment Adviser Rep CRD 2774394
• Ron Drori Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2059510

15 more advisory reps, with emails, phones and branch locations

Location

Headquarters

7780 Brier Creek Pkwy Ste 325
Raleigh, NC 27617

County

Wake

Metro area

Raleigh-Cary, NC

Region

South

Registrations

• SEC registered
• Registered in 37 jurisdictions
• Website: moderncap.com

Every state, with registration dates

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