Kyle J Van Oort
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.
Kyle J. Van Oort is an investment adviser representative with Modern Capital Advisors, LLC in Tucson, AZ, where they have been registered since 2022. They have worked in the securities industry since 1999 and have been registered with 4 firms, including Packerland Brokerage Services, Inc. and National Planning Corporation ("NPC of America" in FL & NY). They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
- Broker:
8 states and territories
Arizona, California, Florida, Kansas, Montana, Nebraska, Ohio, Texas
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.
- Modern Capital Advisors, LLCAug 2008 – May 2022Mt. Pleasant, SC
- Liberty Partners Financial Services, LLCAug 2008 – May 2022Mount Pleasant, SC
- Packerland Brokerage ServicesMay 2022 – no end date reportedGreen Bay, WI
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. Kyle J Van Oort 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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