MP
Modern Portfolio Consultants, Llc
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 120846
· SEC file 801-61244
· Naples, FL
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $1.2B
- Discretionary
- $0
- Clients
- 9
- Avg AUM / client
- $133M
- Accounts
- 9
- Employees
- 3
AUM over time
$273M
$1.2B
Mar 26, 2012
Mar 26, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | 9 | $1.2B | 100.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Deluccia, David, John | President/Chief Compliance Officer | May 2002 (24y) | 50% – 75% | |
| Deluccia, Jodi, Lynn | Chief Financial Officer | May 2002 (24y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 855 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗