Mark
Axmacher

Modern Capital Management, Co

CRD#5534770
Investment Advisor
in Charleston, SC

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About this Advisor

Mark Axmacher is a financial advisor based in Charleston, South Carolina, working with Modern Capital Management, Co. Mark has previously held positions at 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. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Mark is part of Modern Capital Management, Co, which operates out of Charleston, South Carolina. The firm has 3 offices and 7 employees. The firm manages assets totaling $42.5 million. The services offered by the firm include portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Modern Capital Management, Co includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Charleston, SC

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Modern Capital Management, Co Brokerage Details

Total Assets Under Management

$42,478,799

Total Number of Employees

7

Total Number of Accounts

9

Average Account Size

$4,719,867

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mark Axmacher Work History

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

Disclosures

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 Management, Co

Kristof Wild
Charleston, SC
Mark Axmacher
Charleston, SC
Ryan Millman
Boston, MA
Michael Lowenberg
Charleston, SC
Peter Montalbano
Sag Harbor, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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