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Nicholas Tilden Drew

MODERN CAPITAL ADVISORS
Tomball, TX
·CRD# 2774394·29 years registered

Professional Summary

Nicholas Tilden Drew, who also goes by Nicholas Drew, Nick Drew, is a registered financial advisor currently at MODERN CAPITAL ADVISORS, LLC located in Tomball, Texas and MODERN CAPITAL SECURITIES INC. located in Raleigh, North Carolina. Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Nicholas has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nicholas Drew, Nick Drew

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

29 years registered in the securities industry

Current & Past Employments

Current

MODERN CAPITAL ADVISORS, LLCCurrent·CRD# 131117
RIA
11607 Spring Cypress Road Suite B, Tomball, TX 77377
January 21, 2022 - Present
MODERN CAPITAL SECURITIES INC.Current·CRD# 130876
BD
7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617
December 3, 2025 - Present

Past

LIBERTY PARTNERS FINANCIAL SERVICES, LLCPast·CRD# 130390
BD
Tomball, TX
March 8, 2012 - October 31, 2025
MODERN CAPITAL ADVISORS, LLCPast·CRD# 131117
RIA
Houston, TX
June 21, 2012 - December 31, 2021
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
RIA
The Woodlands, TX
June 23, 1997 - March 13, 2012
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
BD
The Woodlands, TX
April 18, 1997 - March 13, 2012
IDS LIFE INSURANCE COMPANYPast·CRD# 6321
BD
Minneapolis, MN
April 18, 1997 - July 3, 2006

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Current Firm

MC
MODERN CAPITAL ADVISORS, LLC

LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC | MODERN CAPITAL ADVISORS, LLC

CRD#: 131117 / SEC#: 801-72611
RIA
Registered Investment Advisory firm - SEC (7/26/2011 Approved)
Arizona
Registered Investment Advisory firm - Arizona (2/2/2012 Terminated)
California
Registered Investment Advisory firm - California (3/3/2012 Terminated)
Mississippi
Registered Investment Advisory firm - Mississippi (2/2/2012 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (3/16/2012 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (2/2/2012 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617

Phone Number

(800) 440-0442

# of Employees

19

SEC notice filing (37 States and Territories)

Registered to provide investment advisory services in 37 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MCA BROCHURE MARCH 2026 (4/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,221

AUM (Assets Under Management)

$254,815,027

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Retro DJ To Go, LLC.; Non-investment-related; Address: 16315 Haden Crest Ct., Cypress, TX 77429; Nature of business: Disc Jockey services; Position: Co-Owner; Start date: 2006; Approximate number of hours/month devoted to the business: 1-9 hours per month; Number of hours devoted during securities trading hour: 0; Duties: DJ, play music at events. 2.) Lakes At Cypress Hill Home Owners Association: Non-investment-related; Address: 17910 Lake Cypress Hill Drive, Cypress TX 77429; Nature of business: Accounting); Position: Attorney-In-Fact; Start date: 2014; Approximate number of hours/month devoted to the business: 1-9 hours per month; Number of hours devoted during securities trading hour: 0; Duties: Loading expenses and deposits into QuickBooks. 3.) Vast Solutions Group; investment-related; Address: 6920 S. Cimarron Rd., Las Vegas, NV 89113; Nature of business: Tax and Financial Services firm; Position: Consultant; Start date: 01/01/2020; Approximate number of hours/month devoted to the business: 5 hours per month; Number of hours devoted during securities trading hour: 0; Duties: Consultant for fixed life insurance products. Provide life insurance consultation for customers of the entity. 4.)Churchill Wealth Advisors, Yes, 11607 Spring Cypress RD, Suite B, Tomball, Texas 77377.Financial Planning, Investment and insurance. Owner. 11/01/2020, 40 Hours per month, 40 Hours per month, marketing, seeing clients, writing financial plans, recommending investments etc

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MODERN CAPITAL ADVISORS, LLC

LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC | MODERN CAPITAL ADVISORS, LLC

CRD#: 131117 / SEC#: 801-72611
RIA
Registered Investment Advisory firm - SEC (7/26/2011 Approved)
Arizona
Registered Investment Advisory firm - Arizona (2/2/2012 Terminated)
California
Registered Investment Advisory firm - California (3/3/2012 Terminated)
Mississippi
Registered Investment Advisory firm - Mississippi (2/2/2012 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (3/16/2012 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (2/2/2012 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Louisiana
(12/23/2025)
RR
Pennsylvania
(12/8/2025)
IAR
Texas
(1/21/2022)
RR
Texas
(12/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 1997About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Tilden Drew's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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