Investment adviser · CRD 325950
MDRN CAPITAL
Investment adviser filing (IA)
MDRN CAPITAL, LLC
ANNAPOLIS, MD, United States · Form ADV filed Jul 15, 2026
- Regulatory AUM
- $339M Form ADV · Item 5.F
- Client accounts
- 1,977 Accounts, not individual clients
- Employees
- 36 Reported in this filing
- Advisory professionals
- 22 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 425 | $280,468,772 | 82.8% |
| Individuals | 144 | $58,161,657 | 17.2% |
Filing source
Form ADV 2119443 · Jul 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1997 ANNAPOLIS EXCHANGE PARKWAY, SUITE 300ANNAPOLIS, MD, 21401, United States
CRD 325950
Filing source
Form ADV 2119443 · Jul 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.