Modern Capital Advisors, LLC

Investment Advisor
in Raleigh, NC

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About this Advisor

Mark Axmacher is a financial advisor based in Raleigh, North Carolina with a total of 1 year of relevant experience. Axmacher currently works for Modern Capital Advisors, LLC. Over the course of their career, they have held roles at Convergent Wealth Advisors, LLC, Ceb, Mass Mutual, Mml Investors Services, Hsbc Securities (Usa) Inc, Lpl Financial LLC, Great Valley Advisor Group, Peachcap Tax & Advisory, LLC, Peachcap Securities, Inc, Kruse Asset Management, Ascendant Alternative Strategies, Ameriprise Financial Services, LLC, Apollon Wealth Management, LLC and Capitol Financial Partners. Axmacher holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut, South Carolina and Virginia. Modern Capital Advisors, LLC is a registered investment business that has its headquarters in Raleigh, NC. The investment advisory business has offices in nine locations and a total of 42 financial advisors. It handles $172 million in assets between its 1,281 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,281 client accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets available to invest. Modern Capital Advisors, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically vary depending on which services the firm provides the client. Fees charged by Modern Capital Advisors, LLC most likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7000 Six Forks Rd Suite 102
Raleigh, NC 27615

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Modern Capital Advisors, LLC Brokerage Details

Total Assets Under Management


NC Average: $3,625,019,099
Total Number of Employees


NC Average: 22
Total Number of Accounts


NC Average: 1,917
Average Account Size


NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Mark Axmacher Work History

Mark has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Apollon Wealth Management, LLC

2021 - 2021 (< 1 year)

Ameriprise Financial Services, LLC

2020 - 2021 (1 year)

Ameriprise Financial Services, LLC

2019 - 2020 (1 year)

Ascendant Alternative Strategies

2018 - 2020 (2 years)

Kruse Asset Management

2017 - 2018 (1 year)

Peachcap Tax & Advisory, LLC

2017 - 2018 (1 year)

Peachcap Securities, Inc

2016 - 2017 (1 year)

Lpl Financial LLC

2016 - 2017 (1 year)

Great Valley Advisor Group

2015 - 2016 (1 year)

Hsbc Securities (Usa) Inc

2015 - 2016 (1 year)

Capitol Financial Partners

2014 - 2015 (1 year)

Mass Mutual

2014 - 2015 (1 year)

Mml Investors Services

2013 - 2014 (1 year)


2012 - 2013 (1 year)

Convergent Wealth Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Mark Axmacher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Modern Capital Advisors, LLC

Nancy Ciaccio
Norwalk, CT
Kristof Wild
Raleigh, NC
Daniel Shanahan
Raleigh, NC
Matthew Drummond
Raleigh, NC
Samuel Weiss
Raleigh, NC
James Fulton
Knox, PA
Mark Axmacher
Raleigh, NC
Matthew Holman
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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