MH
MH

Matthew Allen Holman

29 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is involved with several lacrosse organizations, including East Meets West Lacrosse, AS/SDSU Lacrosse, EMW Foundation (a nonprofit), and the Southwestern Lacrosse Conference. These activities are not investment-related.

Employment History
Current Registrations
Modern Capital Advisors, LLC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Modern Capital Advisors, LLC
September 2011 - December 2021 · 10 yrs 3 mos
Liberty Partners Financial Services, LLCBroker
June 2011 - October 2025 · 14 yrs 4 mos
Western Financial Advisors
July 2000 - June 2011 · 10 yrs 11 mos
Wfp SecuritiesBroker
November 1996 - June 2011 · 14 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Matthew Allen Holman - Financial Advisor | TrueAdvisor