Mark Axmacher
Investment adviser representative at Modern Capital Management, Co.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- J. Alden Associates, Inc.Aug 2026 to now
- Modern Capital Management, Co.Mar 2026 to now
- Acumen Financial AdvantageJan 2025 to now
- Benefit Funding Services LLCNov 2025 to Jul 2026
- Modern Capital Advisors LLCJan 2023 to Jul 2025
- Liberty Partners Financial Services LLCOct 2022 to Dec 2023
- Apollon Wealth Management, LLCNov 2021 to Sep 2022
- Ameriprise Financial Services, LLCJun 2021 to Nov 2021
- Ameriprise Financial Services, LLCJun 2020 to Apr 2021
- Ascendant Alternative StrategiesFeb 2019 to Jun 2020
- Kruse Asset ManagementAug 2018 to May 2020
- Peachcap Securities, Inc.Jul 2017 to Jul 2018
- Peachcap Tax & Advisory, LLCJul 2017 to Jul 2018
- Great Valley Advisor GroupMay 2016 to May 2017
- LPL Financial LLCMay 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (ME, 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
- 5534770
- Firm CRD
- 306631