Matthew
Holman

Modern Capital Advisors, LLC

CRD#2812695
Investment Advisor
in Raleigh, NC

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About this Advisor

Matthew Holman is a financial advisor based in Raleigh, North Carolina with a total of 1 year of relevant experience. Holman is an advisor for Modern Capital Advisors, LLC. During their career, Holman has held roles at Liberty Partners Financial Services, LLC and Modern Capital Advisors, LLC. Holman has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in California. Modern Capital Advisors, LLC is a financial advisory company headquartered in Raleigh, NC. The investment advisory business has offices in nine locations and a total of 42 financial advisors. It manages $172 million in total assets across its 1,281 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,281 customer accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Modern Capital Advisors, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. However, fee types billed by Modern Capital Advisors, LLC most likely are comprised of any blend 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

$171,783,048

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

42

NC Average: 22
Total Number of Accounts

1,281

NC Average: 1,917
Average Account Size

$134,101

NC Average: $1,890,985

Investment Advisory Services

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

Matthew Holman Work History

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

2011 - Present (13 years)

Liberty Partners Financial Services, LLC

2011 - Present (13 years)

Modern Capital 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.

Disclosures

Please visit the SEC profile of Matthew Holman 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
Matthew Drummond
Raleigh, NC
James Fulton
Knox, PA
Mark Axmacher
Raleigh, NC
Samuel Weiss
Raleigh, NC
Daniel Shanahan
Raleigh, NC
Thomas Mcguire
Hattiesburg, MS

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 profile-compliance@smartasset.com.

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