ANNAPOLIS, MDCRD 325950Latest ADV February 11, 2026
Mdrn Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Annapolis, MD. Its latest Form ADV filing, dated February 11, 2026, reports $339M in regulatory assets under management, 36 employees, 22 offices, and 1,977 accounts.
Assets Under Management
$339M
Employees
36
Offices
22 offices
Total Clients
569
Primary office
ANNAPOLIS, MD
1997 ANNAPOLIS EXCHANGE PARKWAY, SUITE 300, ANNAPOLIS, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.7% of total clients.
Top client categories% of clientsClients
1
HNWI
74.7%
425
2
Individuals
25.3%
144
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$339Mas of February 11, 2026
Discretionary100.0%
$339M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$339M
Total Accounts1,977
10Y AUM Change+$237M (+233.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee16:1
10Y Employee Change+23 (+176.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.