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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

MODERN PORTFOLIO CONSULTANTS, LLC

CRD 120846

NAPLES, FL

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:81e1717c-b101-ba9b-aff9-3d3b666fbd03

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2012 to Mar 26, 2026
16 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: other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 9
SEC number: 801-61244
CRD: 120846
Filings on the tape: 16
First filed: Mar 26, 2012
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, FL

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
DELUCCIA, DAVID, JOHN	PRESIDENT/CHIEF COMPLIANCE OFFICER	D	yes	05/2002	Mar 26, 2012	Apr 29, 2024
DELUCCIA, JODI, LYNN	CHIEF FINANCIAL OFFICER	D	yes	05/2002	Mar 26, 2012	Apr 29, 2024

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 26, 2026	$1.2B	$0	3	2	0	n/a	n/a
2024	Mar 25, 2025	$1.0B	$0	2	1	0	n/a	n/a
2023	Mar 16, 2024	$1.0B	$0	2	1	0	n/a	n/a
2022	Mar 24, 2023	$970M	$0	2	1	0	n/a	n/a
2021	Mar 29, 2022	$662M	$0	2	1	0	n/a	n/a
2020	Mar 25, 2021	$572M	$0	2	1	0	n/a	n/a
2019	Mar 27, 2020	$514M	$0	2	1	0	n/a	n/a
2018	Mar 19, 2019	$451M	$0	2	1	0	n/a	n/a
2017	Mar 30, 2018	$450M	$0	2	1	0	n/a	n/a
2016	Mar 22, 2017	$415M	$0	2	1	n/a	n/a	n/a
2015	Mar 28, 2016	$353M	$0	2	1	n/a	n/a	n/a
2014	Mar 26, 2015	$340M	$0	2	1	n/a	n/a	n/a
2013	Mar 28, 2014	$295M	$0	2	1	n/a	n/a	n/a
2012	Mar 27, 2013	$273M	$0	2	1	n/a	n/a	n/a
2011	Mar 26, 2012	$290M	$0	n/a	n/a	n/a	n/a	n/a

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	$1.2B	$1.0B	17.8%	$970M	7.2%	3	2	0	0

Relationships

Controls (2)

← DELUCCIA, DAVID, JOHNOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 26, 2012 to Apr 29, 2024factForm ADV
← DELUCCIA, JODI, LYNNOwnerCHIEF FINANCIAL OFFICER, ownership code D, individual
Mar 26, 2012 to Apr 29, 2024factForm ADV

Dated events

Occurred
Mar 24, 2023
Regulatory AUM changed
Modern Portfolio Consultants, Llc reported RAUM $970.3M, up 46% from $662.5M (2022-03-29 to 2023-03-24)
Form ADVobserved 6 days ago
$308M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81e1717c-b101-ba9b-aff9-3d3b666fbd03
First observed: Mar 26, 2012
Last observed: Mar 26, 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 PORTFOLIO CONSULTANTS, LLC

CRD 120846

NAPLES, FL

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:81e1717c-b101-ba9b-aff9-3d3b666fbd03

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:06 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DELUCCIA, DAVID, JOHN

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

05/2002

Mar 26, 2012

Apr 29, 2024

DELUCCIA, JODI, LYNN

CHIEF FINANCIAL OFFICER

yes

05/2002

Mar 26, 2012

Apr 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$1.2B

n/a

2024

Mar 25, 2025

$1.0B

n/a

2023

Mar 16, 2024

$1.0B

n/a

2022

Mar 24, 2023

$970M

n/a

2021

Mar 29, 2022

$662M

n/a

2020

Mar 25, 2021

$572M

n/a

2019

Mar 27, 2020

$514M

n/a

2018

Mar 19, 2019

$451M

n/a

2017

Mar 30, 2018

$450M

n/a

2016

Mar 22, 2017

$415M

n/a

2015

Mar 28, 2016

$353M

n/a

2014

Mar 26, 2015

$340M

n/a

2013

Mar 28, 2014

$295M

n/a

2012

Mar 27, 2013

$273M

n/a

2011

Mar 26, 2012

$290M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$1.0B

17.8%

$970M

7.2%