Thomas Anthony Smith

Modern Capital Advisors, LLC

32 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Modern Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

1,561 clients

Average Client Portfolio

$183K average

Assets Under Management

$285.4M

Fee Structure

Minimum Investment:$5K

Location

7780 Brier Creek Parkway, Suite 325, Raleigh, NC, 27617

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History

Regulatory History (1)

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Employment Separation After Allegations

January 2009

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Other Business ActivitiesSells Insurance

Thomas sells fixed insurance and final expense life insurance, and provides college funding information. He also buys, sells, and trades metal coins, gems, and antique glass; these activities take about 10-20% of his time each.