MDRN CAPITAL

RIASEC RegisteredEst. 2024
Total AUM
$339M
Discretionary
$339M
100% of AUM
Avg account
$171K
Accounts
1,977
Employees
36
Advisory reps
26

Firm details

Headquarters
ANNAPOLIS, Maryland
CRD number
325950
Registered since
July 29, 2024
Website
mdrncapital.com
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI82.82%
  • Individuals17.18%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mdrn Capital is an independent registered investment adviser organized as an LLC that became SEC-registered in 2024. The firm markets itself as a capital allocator serving individuals and families and uses a mix of percentage-of-AUM and fixed fees. Ownership is described as a combination of a domestic entity and an individual. Service offerings emphasize comprehensive planning and discretionary portfolio management for individuals and small businesses, plus pension consulting and the selection of third‑party advisers. The firm lists an insurance company affiliation and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 7%, Cash & Cash Equivalents 5%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents5%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1

  • Joshua Maly

    Chief Operating OfficerCRD 4310382

Contacts

3 of 25

  • Ryan Gray

    Vice PresidentCRD 6626222

  • JEREMY JONES

    Financial AdvisorCRD 6119686

  • MATTHEW IDOUX

    Financial AdvisorCRD 6468609

Unlock 22 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ANNAPOLIS, MD

ANNE ARUNDEL

Location

ANNAPOLIS, MD

Headquartered in ANNAPOLIS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ANNE ARUNDEL
Address
1997 Annapolis Exchange Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth