Modern Capital Advisors, Llc
- Regulatory AUM
- $255M
- Discretionary
- $15.1M
- Clients
- 1,221
- Avg AUM / client
- $209K
- Accounts
- 1,221
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,188 | $240M | 94.1% |
| High net worth individuals | 33 | $15.1M | 5.94% |
| Corporations and other businesses | Fewer than 5 clients | — | — |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Woodward, Cassandra, Taleen | Coo | Sep 2004 (22y) | 25% – 50% | |
| Daniel James Shanahan | President | Jan 2022 (5y) | Less than 5% | |
| Landsiedel, John, Joseph | Cco | Mar 2023 (3y) | Less than 5% | |
| Chambers, Ashley, Brook | Chief Marketing Officer | Jun 2023 (3y) | 25% – 50% | |
| Carrigan, Christopher | Ceo | Jun 2023 (3y) | 25% – 50% | |
| Dhrumil Anilkumar Parikh | Registered representative | May 2016 (10y) | ||
| Yupeng Fu | Registered representative | CFP Chartered Financial Consultant | Oct 2016 (10y) | |
| John Esrom Anderson | Registered representative | Chartered Financial Consultant | Jan 2022 (5y) | |
| Ronald Lee Nalven | Registered representative | CFP | Jan 2022 (5y) | |
| John Walter Yoash | Registered representative | Jan 2022 (5y) | ||
| Matthew John Drummond | Registered representative | Jan 2022 (5y) | ||
| Matthew Ryan Eppich | Registered representative | Jan 2022 (5y) | ||
| Michael Leonard Gorman | Registered representative | Jan 2022 (5y) | ||
| Nicholas Tilden Drew | Registered representative | Jan 2022 (5y) | ||
| Thomas Lynn Mcguire | Registered representative | Jan 2022 (5y) | ||
| Kyle J Van Oort | Registered representative | Feb 2022 (5y) | ||
| Adam David Seidman | Registered representative | Sep 2024 (2y) | ||
| David Harold Turlington | Registered representative | Sep 2024 (2y) | ||
| Geoffrey G Mclawhorn | Registered representative | Sep 2024 (2y) | ||
| Thomas Anthony Smith | Registered representative | Feb 2025 (2y) | ||
| Ronie (None) Drori | Registered representative | CFP | Feb 2025 (1y) | |
| Matthew Allen Holman | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Topsail Acquisitions Holdings, Llc | Holding Company | Jun 2023 | A | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SOLICITOR FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- RBC $17.4M (7% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗