John Walter Yoash
Investment Adviser Representative at Modern Capital Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Walter Yoash is an investment adviser representative with Modern Capital Advisors, LLC in Apex, NC, where they have been registered since 2022. They have worked in the securities industry since 1997 and have been registered with 8 firms, including Prudential Financial Planning Services and Corecap Advisors. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New York and North Carolina.
Registrations & licenses
- Investment adviser:
- New York, North Carolina
- Broker:
3 states and territories
Florida, Maryland, North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Royal AllianceJul 2015 – Dec 2017Wake Forest, NC
- THE Prudential Insurance Company OF AmericaDec 2017 – Feb 2020Raleigh, NC
- Pruco Securities LLCDec 2017 – Feb 2020Raleigh, NC
- Liberty Partners Financial ServicesJun 2020 – no end date reportedMt. Pleasant, SC
- Self EmployedJun 1995 – no end date reportedApex, NC
- Modern Capital Advisors, LLCJun 2020 – no end date reportedMt. Pleasant, SC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Modern Capital Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $5,000 (waivable)
- Up to $250,0002.00%
- Over $250,000 to $500,0001.75%
- Over $500,000 to $1,000,0001.50%
- Above $1,000,0001.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Tactical allocation fund investing in a diversified portfolio of stocks and bonds, seeking to maximize income while maintaining prospects for capital appreciation.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Raleigh, NC
- SEC file number:
- 801-72611
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 2, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Walter Yoash has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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