Wealth Manager
    SEC Registered

    Modell Capital Management LLC

    Registered investment advisor · Bloomfield Hills, Michigan · CRD #339228

    Assets Under Management
    $1.9B
    Client Accounts
    918
    Employees
    7
    CRD Number
    339228
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Modell Capital Management LLC

    We believe being an investment manager and fiduciary begins with understanding. Thus, we partner closely with our clients to craft disciplined, goal-oriented strategies. Whether long-term growth or capital preservation, our investment strategies reflect our clients' priorities and aspirations. Advisory services are provided by Modell Capital Management, LLC ("MCM"). MCM is registered with the U.S. Securities and Exchange Commission (SEC) and only transacts business in the U.S. in states where

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Modell Capital Management LLC

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    Frequently Asked Questions

    What is Modell Capital Management LLC's AUM?

    Modell Capital Management LLC reports approximately $1.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Modell Capital Management LLC headquartered?

    Modell Capital Management LLC is headquartered in Bloomfield Hills, Michigan.

    What is Modell Capital Management LLC's CRD number?

    Modell Capital Management LLC's CRD number is 339228. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Modell Capital Management LLC manage?

    Modell Capital Management LLC manages approximately 918 client accounts according to its latest SEC filing.

    Is Modell Capital Management LLC SEC registered?

    Yes, Modell Capital Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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