Yupeng Fu

CFP · ChFC

Modern Capital Advisors, LLC

12 Years of Experience

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

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.

Employment History

Current Registrations

Modern Capital Advisors, LLC

October 2016 - Present · 9 yrs 4 mos

Previous Registrations

Liberty Partners Financial Services, LLCBroker

March 2018 - October 2025 · 7 yrs 7 mos

Modern Capital Advisors, LLC

October 2016 - December 2021 · 5 yrs 2 mos

Liberty Partners Financial Services, LLCBroker

January 2014 - February 2017 · 3 yrs 1 mo

Nsm Securities, INC.Broker

October 2013 - January 2014 · 3 mos

State Registrations3 states

CAFLVA

Advisor

Exams

No exam information available for this advisor.