Bradley Dale Atkins
Investment adviser representative at Modern Capital Management, Co.
20 yearsExperience
1 stateRegistered in
$90.7MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Modern Capital Management, Co.Jan 2026 to now
- Modern Capital Securities, Inc.Nov 2020 to now
- Liberty Partners Financial Services, LLCApr 2016 to now
- Modern Capital Advisors, LLCApr 2016 to now
- Rethink, LLCJan 2006 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (SC).
Modern Capital Management, Co.
$90.7MAssets managed
21Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2963790
- Firm CRD
- 306631