Kyle J Van Oort

Modern Capital Advisors, LLC

26 Years of Experience

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

8835 East Speedway Blvd, Ste. D, Tuscon, AZ, 85750

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Kyle works as a realtor selling real estate, dedicating minimal time to this activity.

Employment History

Current Registrations

Modern Capital Advisors, LLC

February 2022 - Present · 4 yrs

Previous Registrations

Packerland Brokerage Services, INC.

May 2022 - May 2022 · 0 mos

Packerland Brokerage Services, INC.Broker

May 2022 - May 2022 · 0 mos

Modern Capital Advisors, LLC

November 2008 - December 2021 · 13 yrs 1 mo

Liberty Partners Financial Services, LLCBroker

July 2008 - October 2025 · 17 yrs 3 mos

National Planning Corporation ("npc of America" in Fl & Ny)

January 2004 - July 2008 · 4 yrs 6 mos

National Planning CorporationBroker

November 2003 - July 2008 · 4 yrs 8 mos

Pathways Financial Partners,inc.

October 2003 - November 2003 · 1 mo

London Pacific Securities, INC.Broker

January 2003 - November 2003 · 10 mos

Broker Dealer Financial Services CORP.Broker

May 2001 - November 2002 · 1 yr 6 mos

Raymond James Financial Services, INC.Broker

February 2000 - April 2001 · 1 yr 2 mos

Prudential Securities IncorporatedBroker

November 1999 - December 1999 · 1 mo

Invesco Distributors, INC.Broker

August 1997 - October 1997 · 2 mos

John Hancock Distributors, INC.Broker

September 1995 - January 1996 · 4 mos

John Hancock Mutual Life Insurance CompanyBroker

September 1995 - January 1996 · 4 mos

First Investors CorporationBroker

October 1994 - November 1994 · 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.