Mardin Capital Group

RIASEC RegisteredEst. 2026

Total AUM

$306M

Discretionary

$306M

100% of AUM

Avg account

$464K

Accounts

660

Employees

6

Advisory reps

3

Firm details

Headquarters: Rye, New Hampshire
CRD number: 342252
Registered since: May 29, 2026
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM
Client types: Individuals76.44%
HNWI23.56%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mardin Capital Group is an independent, fee-based registered investment adviser structured as an LLC. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. FINTRX flags the firm as a capital allocator, indicating it places client assets with outside managers in addition to managing mandates directly. The adviser is not characterized as an active ESG investor and is registered with the SEC in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds89%
Exchange Traded Equities6%
Investment Grade Corp Bonds2%
Cash & Cash Equivalents2%
US Government Bonds1%

Contacts

3 of 3

Anthony Zanetti
Partner And Financial ConsultantCRD 5259631
Kathryn Chase
Partner And Financial ConsultantCRD 6976467
Robert Kintz
Partner, Financial ConsultantCRD 1007926

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Rye, NH

Rockingham

Location

Rye, NH

Headquartered in Rye, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Rockingham
Address: 6 Airfield Dr
Time zone: ET (UTC-5)
Office locations

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