Dhrumil Anilkumar Parikh
Investment adviser representative at Modern Capital Advisors, LLC
12 yearsExperience
8 statesRegistered in
$254.8MFirm assets
15 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Modern Capital Advisors, LLCMay 2016 to now
- Liberty Partners Capital Management, LLC.Jan 2016 to now
- Liberty Partners Financial Services, LLCJan 2014 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 8 states (CA, FL, GA, MD, MI, NC, OK, TX).
Modern Capital Advisors, LLC
$254.8MAssets managed
1,221Clients
18Advisers
15 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
- 5815095
- Firm CRD
- 131117