Nicholas Tilden Drew

Modern Capital Advisors, LLC

28 Years of Experience

9 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

11607 Spring Cypress Road, Suite B, Tomball, TX, 77377

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History

Regulatory History (9)

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

February 2020

Judgment / Lien

March 2015

Judgment / Lien

January 2015

Judgment / Lien

November 2014

Judgment / Lien

June 2014

Regulatory

November 2013

Final

Customer Dispute

June 2012

Settled

Customer Dispute

March 2012

Denied

Customer Dispute

February 2012

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Nicholas co-owns Retro DJ To Go, LLC, providing disc jockey services, and acts as Attorney-In-Fact for Lakes At Cypress Hill Home Owners Association, handling accounting. He is also a consultant for Vast Solutions Group, providing life insurance consultation, and owns Churchill Wealth Advisors, offering financial planning, investment, and insurance services, taking about a quarter of his time.