Stephen
Eppich
Modern Capital Advisors, LLC
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About this Advisor
Stephen Eppich is a certified financial planner working in Westlake, Ohio with 1 year of relevant experience. Eppich is on the advisory team at Modern Capital Advisors, LLC. Throughout their career, Eppich has worked at Radio Shack, Liberty Partners Financial Services, LLC and Modern Capital Advisors, LLC. Eppich maintains a Series 63 license, certifying them as a securities broker, and can operate in Ohio. Modern Capital Advisors, LLC is a business that has its headquarters in Raleigh, NC. The company has offices in nine locations and a total of 42 financial advisors. It administers $172 million in assets under management among its 1,281 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% belong to high-net-worth individuals who have greater than $1 million in assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on which services are offered. However, fee types billed by Modern Capital Advisors, LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Modern Capital Advisors, LLC Brokerage Details
$171,783,048
42
1,281
$134,101
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephen Eppich Work History
Stephen has been registered as a financial advisor for 1 years.*
Liberty Partners Financial Services, LLC
Modern Capital Advisors, LLC
Radio Shack
*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 Stephen Eppich 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
Norwalk, CT
Raleigh, NC
Knox, PA
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
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 profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
