MC
Modell Capital Management Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 339228
· SEC file 801-134961
· Bloomfield Hills, MI
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ADV data as of Feb 12, 2026
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 394
- Avg AUM / client
- $4.8M
- Accounts
- 918
- Employees
- 7
AUM over time
$0
$1.9B
Nov 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 270 | $324M | 17.2% |
| High net worth individuals | 101 | $1.5B | 78.9% |
| Pension and profit sharing plans | 7 | $20.4M | 1.08% |
| Charitable organizations | 5 | $9.6M | 0.51% |
| Insurance companies | 1 | $11.2M | 0.59% |
| Corporations and other businesses | 10 | $33.3M | 1.77% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeremy Joseph Modell | Registered representative | Dec 2025 (1y) | ||
| Alexander W Strek | Registered representative | CFP | Dec 2025 (1y) | |
| Jake Mitchell Powers | Registered representative | CFA | Dec 2025 (1y) |
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) | 02/12/2026 | 907 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
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (80% of AUM) Feb 2026
- Fidelity Distributors Company Llc $358M (19% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗