MDRN Capital

MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. The firm offers comprehensive wealth management that can include tailored financial plans, ongoing portfolio management, and 3(21) retirement plan advisory engagements.

The firm’s investment process combines fundamental and technical analysis with a primarily long‑term orientation while permitting shorter‑term trades for rebalancing or tactical reasons; portfolios may be implemented using unaffiliated Independent Managers, low‑cost mutual funds and ETFs, individual stocks and bonds. MDRN Capital performs initial and ongoing due diligence and monitoring of Independent Managers, exercises discretionary authority consistent with client objectives, and conducts at least annual reviews of accounts.

What is noteworthy is the firm’s rapid growth and regulatory transition — founded in March 2023 and registered with the SEC after reaching roughly $160.9 million in AUM as of December 31, 2024 — and its disclosure that it uses client testimonials in advertising, a practice uncommon among multi‑team peers. The brochure also discloses an institutional relationship with the Altruist platform that provides software and support (an economic benefit to the adviser) and an affiliated insurance entity whose licensed advisory persons may earn commission compensation for insurance sales, each of which the firm identifies and addresses in its disclosures.