firm profile
Modern Capital Management, Co.
Overview
Modern Capital Management, Co. is an SEC registered investment adviser based in Mt Pleasant, SC, registered since 2020. It reports $90.7M in assets under management across 25 accounts, with 6 employees. It has 4 investment adviser representatives.
- Reported AUM
- $90.7M
- Discretionary
- 96%
- Accounts
- 25
- Average account
- $3.6M
- Employees
- 6
- Advisory reps
- 4
- Registered since
- 2020
- Jurisdictions
- 6
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Bradley Dale Atkins Chief Executive Officer, Chief Compliance Officer CRD 2963790
Advisory reps 3 of 4
- Bradley Dale Atkins Registered Rep · Investment Adviser Rep CRD 2963790
- Mark Axmacher Registered Rep · Investment Adviser Rep CRD 5534770
- Ryan J Millman Insurance Agent · Investment Adviser Rep CRD 6173583
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 75 Port City Lndg Ste 110
Mt Pleasant, SC 29464 - County
- Charleston
- Metro area
- Charleston-North Charleston, SC
- Region
- South
Registrations
- SEC registered
- Registered in 6 jurisdictions
- Website: moderncap.com
Every state, with registration dates
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