Bradley D. Atkins

MODERN CAPITAL MANAGEMENT, CO.

Charleston, SC

Some features on this profile are disabled

CRD#: 2963790

Professional summary

Bradley Dale Atkins, who also goes by Brad Atkins, is a registered financial advisor currently at MODERN CAPITAL MANAGEMENT, CO. located in Charleston, South Carolina and LIBERTY PARTNERS FINANCIAL SERVICES, LLC located in Raleigh, North Carolina.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Bradley has worked at 11 firms and has passed the Series 66, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Atkins

Other business activities

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.

Modern Capital Inc.; investment-related; Address: 75 Port City Landing, Suite 110 Mt. Pleasant SC 29464; Nature of the business: Second holding company for any investment or other businesses that may be created in the future; Title: Owner; Start date: November 10, 2019; Approximate number of hours/month devoted: 0; Number of hours devoted during securities trading hours: 0; Duties: High level supervision of future business acquisitions/startups. Modern Capital Tactical Opportunity Fund 75 Port City Landing, Suite 110 Mt. Pleasant SC 29464 Nature of Business: 1940s Act Registered Investment Advisory. Title: Chairman of the Board Start Date Jan 2020 Approximate number of hours: 3 hours per week, no compensation. Investment related PSC, LLC, 75 Port City Landing, Suite 110 Mt. Pleasant SC 29464 Nature of business: Real estate investment co. Title Owner Start June 15, 2020 Approximate number of hours: Less than 3 a month. The purpose is to buy and sell real estate. All compensation is long-term capital gains and is not investment-related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Dale Atkins's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 14, 2025 - Present

MODERN CAPITAL MANAGEMENT, CO.

RIA

CRD#: 306631

Charleston, SC

Current

April 18, 2016 - Present

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

Office #1: 7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617

CRD#: 130390

Raleigh, NC

Current

November 18, 2020 - Present

MODERN CAPITAL SECURITIES INC.

Office #1: 119 Simmons Street, Mt Pleasant, SC 29464

CRD#: 130876

Mt Pleasant, SC

Past

January 25, 2022 - December 31, 2024

MODERN CAPITAL MANAGEMENT, CO.

RIA

CRD#: 306631

CHARLESTON, SC

Past

January 6, 2022 - December 31, 2024

MODERN CAPITAL ADVISORS, LLC

RIA

CRD#: 131117

RALEIGH, NC

Past

April 19, 2016 - December 31, 2021

MODERN CAPITAL ADVISORS, LLC

RIA

CRD#: 131117

MT. PLEASANT, SC

Past

July 28, 2015 - February 17, 2016

FINANCIAL CLARITY PARTNERS, LLC

RIA

CRD#: 178528

ALPHARETTA, GA

Past

November 12, 2009 - March 10, 2015

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

MOUNT PLEASANT, SC

Past

July 19, 2006 - December 31, 2008

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

MOUNT PLEASANT, SC

Past

January 30, 2006 - March 10, 2015

MML INVESTORS SERVICES, LLC

CRD#: 10409

MOUNT PLEASANT, SC

Past

December 11, 2002 - January 4, 2006

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

October 23, 2001 - November 8, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

October 23, 2001 - November 8, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

November 17, 1997 - October 18, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 17, 1997 - October 18, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

MODERN CAPITAL MANAGEMENT, CO.

CRD#: 306631 / SEC#: 801-117876

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

South Carolina
(4/18/2016)

IAR

South Carolina
(11/14/2025)

Virginia
(10/13/2023)

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

State Security Law Exam

IAR

Series 66

Date: 7/12/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/18/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/14/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 5/14/2009

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/28/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MODERN CAPITAL MANAGEMENT, CO.

CRD#: 306631 / SEC#: 801-117876

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Mt Pleasant, SC

Mailing Address

Phone number

(843) 892-0244

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MODERN CAPITAL MANAGEMENT COMPANY 2025 FORM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 100,752,195

Red Flags

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bradley D. Atkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Dale Atkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

MODERN CAPITAL SECURITIES INC.

MODERN CAPITAL MANAGEMENT, CO.

MODERN CAPITAL ADVISORS, LLC

MODERN CAPITAL ADVISORS, LLC

FINANCIAL CLARITY PARTNERS, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NYLIFE SECURITIES LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MODERN CAPITAL MANAGEMENT, CO.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/12/2006

Series 63

Date: 11/18/1997

Series 99TO

Date: 1/2/2023

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/14/1997

Series 53

Date: 5/14/2009

Series 24

Date: 3/28/2000

FINRA

Current Firm

MODERN CAPITAL MANAGEMENT, CO.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MODERN CAPITAL MANAGEMENT, CO.

TRUST BUT VERIFY

Similar Advisors