MDB Capital
Firm details
- Headquarters
- Addison, Texas
- CRD number
- 42677
- Registered since
- September 5, 1997
- Website
- www.mdb.com
Firm profile
FINTRXOverview
MDB Capital is organized as a limited liability company and has been registered with the SEC since 1997. The firm is classified as an investment bank rather than a traditional registered investment adviser: its ownership structure includes both a domestic entity and an individual. Publicly reported descriptors indicate MDB Capital does not operate as a capital allocator and is not active as an ESG investor. Available records do not disclose the firm’s client mix, fee schedules, specific advisory or deal-making activities, or any pension consulting or related-adviser relationships. The absence of multi-state adviser status suggests a narrower regulatory footprint rather than a nationwide advisory platform.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Christopher Marlett
CEO & ChairmanCRD 1526644

Gary Schuman
CFOCRD 2237720

Rodrigo Pallais Guerrero
CoordinatorCRD 5987089
Contacts
3 of 30
Kevin Cotter
Head of Capital MarketsCRD 1444131

George Brandon
PresidentCRD 1599748

Anthony Digiandomenico
Co-FounderCRD 2913790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Addison, TX
Dallas
Location
Addison, TX
Headquartered in Addison, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 14135 Midway Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Share Financial Services, Inc.
Broker-DealerAddison, TX
Waterford Capital, Inc.
Broker-DealerAddison, TX
Techspeed Clearing LLC
Broker-DealerAddison, TX
Tenoaks Energy Advisors, LLC
Broker-DealerAddison, TX
Affiliated Bankers Capital, L.L.C.
Broker-DealerAustin, TX
Douglas Scott Securities, Inc.
Broker-DealerPlano, TX