John Marshall Tabb

Employer firm

Modern Capital Management, Co. CRD 306631

$90.7M regulatory AUM

Reported services (Item 5G)

• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 08/2018
  Questis, Inc. (Previously Questis Advisor Partners, Llc)
  Charleston, SC
• 08/2018 → 01/2021
  Questis Inc
  Charleston, SC
• 01/2021 → 12/2023
  Questis Inc
  Charleston, SC
• 01/2024 → 01/2025
  Black Sail Creative Llc
  Charleston, SC
• 01/2025 → Present
  Modern Capital Management Co
  Charleston, SC

Previous Registrations

• 2014-05-20 → 2017-12-31
  Questis
  Charleston, SC
  Charleston, SC
• 2013-09-25 → 2014-04-29
  Questis Portfolio Partners, Llc
  Charleston, SC
• 2010-09-29 → 2013-09-24
  Questis
  Mount Pleasant, SC
  Charleston, SC
• 2011-07-11 → 2013-09-24
  Uppi Advisors, Llc
  Mount Pleasant, SC
  Charleston, SC
• 2008-06-04 → 2010-09-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC

Exams

• S66 Uniform Combined State Law Examination
  2008-05-27

Designations

• Certified Financial Planner

Other Names

• John M Tabb