|
⚲
|
| Modell Capital Management LLC
✚
|
|
|---|---|
| CRD # | 339228 |
| SEC # | 801-134961 |
| CIK # | |
| AUM | $1.9 B (2026-02-12) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 248-723-8000 |
| Address | 91 W Long Lake Road Bloomfield Hills, MI 48304 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 323.8 |
| (b) Individuals (high net worth individuals) | 101 | 1,486.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 20.4 |
| (h) Charitable organizations | 5 | 9.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 11.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 33.3 |
| (n) Other | 0 | 0.0 |
| Total | 918 | 1,884.2 |
| By Discretionary | ||
| Discretionary | 918 | 1,884.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 918 | 1,884.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,884.2 | |
| Total | 918 | 1,884.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trumbower Financial Advisors LLC
✚
|
MD | 2.0 |
|
CS Planning Corp
✚
|
OR | 2.0 |
|
Diversified Portfolios Inc
✚
|
MI | 1.9 |
|
Terry McDaniel & Company
✚
|
TX | 1.9 |
|
Blue Chip Partners LLC
✚
|
MI | 1.9 |
|
Willis Johnson & Associates Inc
✚
|
TX | 1.9 |
|
One Way Holdings LLC
✚
|
TX | 1.8 |
|
Young Richard C & Co Ltd
✚
|
RI | 1.8 |
|
LGT Wealth Management US Limited
✚
|
1.8 | |
|
Safford Nicholas H & Co Inc
✚
|
MA | 1.8 |