Mdrn Capital

Overview

Mdrn Capital is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2024. The firm positions itself as a capital allocator serving individual and family clients, charging a mix of percentage-of-AUM and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm's filings also list an affiliation with an insurance company. The snapshot flags the firm as a capital allocator and notes it is not an active ESG investor. Although the adviser profile marks "Multi State Adviser: No," the firm reports a broad physical footprint (see Location & Offices).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices