Overview
Assets Under Management: $339 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 425
Average Client Assets: $659,926
Frequently Asked Questions
MDRN CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #325950), MDRN CAPITAL is subject to fiduciary duty under federal law.
MDRN CAPITAL is headquartered in ANNAPOLIS, MD.
MDRN CAPITAL serves 425 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, MDRN CAPITAL offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MDRN CAPITAL manages $339 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, MDRN CAPITAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 425
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.82
Average High-Net-Worth Client Assets: $659,926
Total Client Accounts: 1,977
Discretionary Accounts: 1,977
Regulatory Filings
CRD Number: 325950
Filing ID: 2046629
Last Filing Date: 2026-02-11 09:15:43