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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

MODERN CAPITAL MANAGEMENT, CO.

CRD 306631

MT PLEASANT, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d90c269-6981-4e4d-7aa3-a0d9e45cb780

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 10
On other graphs: 0
Observed: Nov 27, 2019 to Mar 31, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.04 fund_share=0.84 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0
Regulatory AUM: $90.7MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $87.3M
Private client RAUM: $3.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 4%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $22.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 25
SEC number: 801-117876
CRD: 306631
Filings on the tape: 19
First filed: Nov 27, 2019
Latest filed: Mar 31, 2026
Organised: Corporation, WY
Website: moderncap.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RYAN JAMES MILLMAN	n/a	MT PLEASANT, SC \| Boston, MA	2	11	2	no
JOHN MARSHALL TABB	Certified Financial Planner	MT PLEASANT, SC	1	18	5	no
Mark Axmacher	n/a	MT PLEASANT, SC	0	17	10	yes
BRADLEY DALE ATKINS	n/a	MT PLEASANT, SC	0	28	5	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ATKINS, BRADLEY, DALE	Owner	E	yes	10/2019	Nov 27, 2019	Mar 29, 2024
ATKINS, BRADLEY, DALE	Ceo	Na	yes	10/2022	Nov 27, 2019	Mar 29, 2024
MODERN CAPITAL INC.	PARENT COMPANY	E	yes	10/2019	Nov 27, 2019	Mar 29, 2024
WILD, KRISTOF	Cco	Na	yes	03/2024	May 3, 2021	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LIBERTY PARTNERS FINANCIAL SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
MODERN CAPITAL SECURITIES INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bridgehampton	NY	United States	1	yes
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$90.7M	$87.3M	6	3	3	n/a	n/a
2024	Mar 31, 2025	$101M	$16.7M	7	4	3	n/a	n/a
2023	Mar 29, 2024	$42.5M	$42.5M	7	7	3	n/a	n/a
2022	Apr 3, 2023	$31.7M	$31.7M	6	6	3	n/a	n/a
2021	Mar 31, 2022	$13.4M	$13.4M	5	2	0	n/a	n/a
2020	May 3, 2021	$260,717	$260,717	5	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	4	-3	100.0%	0	1	0	4	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$90.7M	$101M	-10.0%	$31.7M	41.9%	6	7	3	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MODERN CAPITAL ADVISORS, LLC	2	Dec 31, 2021	Jan 12, 2022	MT PLEASANT, SC	Team lift out	Other	50.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MODERN CAPITAL ADVISORS, LLC	3	Dec 4, 2023	Jan 1, 2026	RALEIGH, NC	Team lift out	Other	14.3%
MODERN CAPITAL ADVISORS, LLC	3	Dec 31, 2021	Sep 1, 2021	RALEIGH, NC	Team lift out	Other	8.8%

Relationships

Registered with (9)

← BRADLEY DALE ATKINSAdvisorregistration: previous registration
Jan 25, 2022 to Dec 31, 2024factForm ADV
← Mark AxmacherAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← JOHN MARSHALL TABBAdvisorregistration: current employment
Feb 7, 2025 to presentfactForm ADV
← RYAN JAMES MILLMANAdvisorregistration: current employment
Nov 7, 2023 to presentfactForm ADV
← Greg StrakaAdvisorregistration: previous registration
Sep 16, 2025 to Jun 23, 2026factForm ADV
← PETER ANTHONY MONTALBANOAdvisorregistration: previous registration
Jan 12, 2022 to Apr 13, 2026factForm ADV
← MICHAEL SCOTT LOWENBERGAdvisorregistration: previous registration
Jan 13, 2022 to Apr 13, 2026factForm ADV
← KRISTOF WILDAdvisorregistration: previous registration
Jan 25, 2022 to Oct 17, 2025factForm ADV
← DANIEL MAURINOAdvisorregistration: previous registration
Sep 2, 2021 to Dec 31, 2021factForm ADV

Moved with (2)

← MODERN CAPITAL ADVISORS, LLCRegistered adviser3 advisors, team lift out
Dec 4, 2023 to Jan 1, 2026factForm ADV
→ MODERN CAPITAL ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2021 to Jan 12, 2022factForm ADV

Controls (3)

← ATKINS, BRADLEY, DALEOwnerOWNER, ownership code E, individual
Nov 27, 2019 to Mar 29, 2024factForm ADV
← WILD, KRISTOFOwnerCCO, ownership code NA, individual
May 3, 2021 to Mar 29, 2024factForm ADV
← MODERN CAPITAL INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Nov 27, 2019 to Mar 29, 2024factForm ADV

Dated events

Occurred
Jun 23, 2026
Advisor changed firm
Greg Straka left Modern Capital Management, Co. for Global Investment Advisory (registered 2026-06-24)
Form ADVobserved 5 days ago
Occurred
Apr 13, 2026
Advisor changed firm
Peter Anthony Montalbano left Modern Capital Management, Co. for Prospera Funds, Inc. (registered 2026-05-24)
Form ADVobserved 5 days ago
Occurred
Apr 13, 2026
Advisor changed firm
Michael Scott Lowenberg left Modern Capital Management, Co. for Prospera Funds, Inc. (registered 2026-05-21)
Form ADVobserved 5 days ago
Occurred
Oct 17, 2025
Advisor changed firm
Kristof Wild left Modern Capital Management, Co. for Prospera Funds, Inc. (registered 2026-04-01)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2024
Control person joined
Kristof Wild (Cco) appeared on Schedule A of Modern Capital Management, Co.
Form ADVobserved 5 days ago
Occurred
Dec 4, 2023
Team lift-out
3 advisors left Modern Capital Advisors, LLC (Raleigh, NC) for Modern Capital Management, CO. a day apart
Form ADVobserved 5 days ago
3 advisors
Occurred
Dec 10, 2022
Control person left
Kristof Wild (Coo, Cco) no longer on Schedule A of Modern Capital Management, Co. (listed 2022-08-19, absent 2022-12-10)
Form ADVobserved 5 days ago
Occurred
May 3, 2021
Control person joined
Kristof Wild (Coo, Cco) appeared on Schedule A of Modern Capital Management, Co.
Form ADVobserved 5 days ago
Occurred
Nov 18, 2020
Control person left
Garfield Robert Roach (Cco Consultant) no longer on Schedule A of Modern Capital Management, Co. (listed 2020-05-01, absent 2020-11-18)
Form ADVobserved 5 days ago
Occurred
Nov 27, 2019
First Form ADV filing
Modern Capital Management, Co. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d90c269-6981-4e4d-7aa3-a0d9e45cb780
First observed: Nov 27, 2019
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MODERN CAPITAL MANAGEMENT, CO.

CRD 306631

MT PLEASANT, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d90c269-6981-4e4d-7aa3-a0d9e45cb780

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN JAMES MILLMAN

n/a

MT PLEASANT, SC | Boston, MA

JOHN MARSHALL TABB

Certified Financial Planner

MT PLEASANT, SC

Mark Axmacher

n/a

MT PLEASANT, SC

yes

BRADLEY DALE ATKINS

n/a

MT PLEASANT, SC

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ATKINS, BRADLEY, DALE

Owner

yes

10/2019

Nov 27, 2019

Mar 29, 2024

ATKINS, BRADLEY, DALE

Ceo

yes

10/2022

Nov 27, 2019

Mar 29, 2024

MODERN CAPITAL INC.

PARENT COMPANY

yes

10/2019

Nov 27, 2019

Mar 29, 2024

WILD, KRISTOF

Cco

yes

03/2024

May 3, 2021

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

n/a

yes

n/a

MODERN CAPITAL SECURITIES INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Bridgehampton

United States

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$90.7M

$87.3M

n/a

2024

Mar 31, 2025

$101M

$16.7M

n/a

2023

Mar 29, 2024

$42.5M

n/a

2022

Apr 3, 2023

$31.7M

n/a

2021

Mar 31, 2022

$13.4M

n/a

2020

May 3, 2021

$260,717

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

100.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$90.7M

$101M

-10.0%

$31.7M

41.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MODERN CAPITAL ADVISORS, LLC

Dec 31, 2021

Jan 12, 2022

MT PLEASANT, SC

Team lift out

Other

50.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MODERN CAPITAL ADVISORS, LLC

Dec 4, 2023

Jan 1, 2026

RALEIGH, NC

Team lift out

Other

14.3%

MODERN CAPITAL ADVISORS, LLC

Dec 31, 2021

Sep 1, 2021

RALEIGH, NC

Team lift out

Other

8.8%