Ronald Lee Nalven

CFP

Modern Capital Advisors, LLC

39 Years of Experience

4 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Modern Capital Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

1,561 clients

Average Client Portfolio

$183K average

Assets Under Management

$285.4M

Fee Structure

Minimum Investment:$5K

Location

7780 Brier Creek Parkway, Suite 325, Raleigh, NC, 27617

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

November 2016

Judgment / Lien

June 2015

Judgment / Lien

December 2014

Judgment / Lien

September 2014

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Ronald is a musician and band leader/drummer for Wishing Star Entertainment Group LLC, dedicating about 10-20% of his time to this non-investment related activity since 2006. He also appears to be involved with group benefits insurance through Skylands Financial Group LLC.