Modern Capital Management, Co.
- Regulatory AUM
- $90.7M
- Discretionary
- $87.3M
- Clients
- 21
- Avg AUM / client
- $4.3M
- Accounts
- 25
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $3.3M | 3.67% |
| Banking or thrift institutions | 12 | $9.2M | 10.2% |
| Investment companies | 1 | $76.1M | 84.0% |
| Corporations and other businesses | 8 | $2.0M | 2.18% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Dale Atkins | Ceo | Oct 2019 (7y) | ≈ 56.25% – 100% via Modern Capital Inc. | |
| Kristof Wild | Cco | Mar 2024 (2y) | Less than 5% | |
| Ryan James Millman | Registered representative | Nov 2023 (3y) | ||
| John Marshall Tabb | Registered representative | CFP | Feb 2025 (2y) | |
| Mark Axmacher | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Modern Capital Inc. | Parent Company | Oct 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bradley Dale Atkins: 75% – 100% of Modern Capital Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 03/31/2026 | 1.13 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
Services
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗