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Mdrn Capital

Mdrn Capital. CRD 325950

Mdrn Capital logo

CRD: 325950

Mdrn Capital

Annapolis, MD, 21401
4105339966
mdrncapital.com
$338.6M Total AUM
$338.6M Disc. AUM
-- 3Y CAGR
36 Employees
569 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Altruist · Truist Bank
Clients
Retail
Platforms
Vertex unisonInsight
Established Date
06-01-2023
Office Locations
28

Office Locations

1997 Annapolis Exchange Parkway Suite 300 Annapolis MD
-- Albuquerque NM
-- Allendale MI

About Mdrn Capital

MDRN Capital is an independent, fiduciary, full-service virtual RIA focused on personalized retirement planning. The firm provides investment management, retirement income planning, estate planning, and tax planning/preparation with a dedicated onboarding specialist and remote meeting model. MDRN offers a “Performance Pledge” that can pause advisory fees for qualifying discretionary accounts invested in its Potomac Bull/Bear Series portfolios; client portal is available via Altruist.

Team overview

36 AVG AGE
$15.4M AVG AUM / ADVISOR
$595.1K AVG AUM / CLIENT
1.4 yrs AVG TENURE
36 Employees
22 Advisory Reps
22 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Eagle catalyst Delta

Client Personas

Fusion

Custodian

Glacier Catalyst Delta capital

Investment Themes

Wave Glacier wave Foundation

Investment Vehicles

North

Platform

Pathway

Services

Fusion foundation Zenith Horizon Pioneer Optima Insight summit Delta Horizon ridge

Technology

Peak wave Element ember

Owner & Executives

AARON JOSHUA CIRKSENA

AARON JOSHUA CIRKSENA

Chief Executive Officer, FOUNDER

CRD
#6161482
Ownership
Less than 5%
(645) 606-5874
atlas.unison@northcapital.com
in linkedin.com/in/capital-harbor
Joshua JOHN Maly

Joshua JOHN Maly

Agent, Chief Compliance Officer, CHIEF OPERATING OFFICER, CIO, President

CRD
#4310382
Ownership
Less than 5%
(964) 852-6421
element.element@eaglecapital.com
in linkedin.com/in/oak-peak

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Contacts

Michael Awwad

Michael Awwad

director of advisory, Financial Advisor, senior vice president

CRD
#5902911
(777) 532-9865
quantum.alpha@vitalcapital.com
in linkedin.com/in/crest-value
Benjamin R Cason

Benjamin R Cason

retirement planning, vice president

CRD
#5699101
(873) 221-6105
oak.legacy@foundationcapital.com
in linkedin.com/in/fusion-wave
F

Frontier vital

Vector delta

CRD
#64072
(577) 576-3483
oak.radial@fusioncapital.com
in linkedin.com/in/crest-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-26-2024
06-10-2025
05-12-2026
Category Assets AVG. Account size
Discretionary $338,630,429 $171,285
Non-Discretionary $0 --
Total $338,630,429 $171,285

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Separately Managed Accounts

Total SMA Asset: $338,630,429

$338.6M Total SMA
Public Funds:
26.7%
Equity - Exchange:
10.4%
Cash:
9.6%
Corporate - Investment Grade:
17.9%
Municipal Bonds:
29.5%
U.S. Government/Agency:
5.9%
Asset class Assets Assets %
Public Funds $1,946,693,332 26.7%
Equity - Exchange $758,262,571 10.4%
Cash $699,934,681 9.6%
Corporate - Investment Grade $1,305,086,541 17.9%
Municipal Bonds $2,150,840,948 29.5%
U.S. Government/Agency $430,168,191 5.9%
Total $7,290,986,264 100.0%

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