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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2023
- Office Locations
- 27
Office Locations
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.
Reported data analysis
What the numbers show
Between June 10, 2025 and July 15, 2026, reported AUM increased 110.5%, from $160.9M to $338.6M.
Across 3 reported observations, AUM increased 233.2% between November 26, 2024 and July 15, 2026, from $101.6M to $338.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 22 advisory representatives and 569 clients, or 25.9 clients per representative. That equates to $595.1K in reported AUM per client.
The profile lists 27 reported office locations and 3 years in operation. The source data was last updated on July 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Mdrn Capital record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
AARON JOSHUA CIRKSENA
Chief Executive Officer, FOUNDER
- CRD
- #6161482
- Ownership
- Less than 5%
Joshua JOHN Maly
Agent, Chief Compliance Officer, CHIEF OPERATING OFFICER, CIO, President
- CRD
- #4310382
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Michael Awwad
director of advisory, Financial Advisor, senior vice president
- CRD
- #5902911
Benjamin R Cason
retirement planning, vice president
- CRD
- #5699101
Showing 2 of 29 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Mdrn Capital has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.