MDRN Capital LLC

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Assets, Funds, Holdings

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MDRN Capital LLC
CRD #325950
SEC #801-130784
CIK #
AUM $160.9 M (2025-06-10)
Employees 31 (74% Investors, 0% Brokers)
Phone410-533-9966
Address1997 Annapolis Exchange Parkway
Annapolis, MD 21401
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
170136102683402011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 102 29.9
(b) Individuals (high net worth individuals) 300 131.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 978 160.9
By Discretionary
Discretionary 978 160.9
Non-Discretionary 0 0.0
Total 978 160.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 160.9
Total 978 160.9
Comparable Firms State AUM ($B)
KEEN Capital Ltd
SC 0.2
Wealthcare Asset Management LLC
MO 0.2
Kerusso Capital Management LLC
NC 0.2
Mirretti Perryman Wealth Strategies LLC
IL 0.2
Dorado Wealth Management LLC
0.2
Cole Wealth Management LLC
AZ 0.2
Arnold Castellano and Associates LLC
LA 0.2
Parkview Asset Management Inc
IL 0.2
Innovative Advisory Group LLC
MA 0.2
ND Pitman & Company Inc
AL 0.2
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