SourcingSourcing

MDRN CAPITAL, LLC

C25
CRD 325950·SEC 801-130784·ANNAPOLIS, MD
AUM
$338.6M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MDRN CAPITAL, LLC
CRD
325950
SEC file #
801-130784
EIN
—
DBA names
Mdrn Capital

Economics

AUM
$338.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$160.9M → $338.6M▲ +111%
Client mix
Individuals High Net Worth425
Individuals Other144

Operations

Employees (total)
36
Advisory staff (per ADV)
22
Advisory staff (5-yr trend)
'25'26
23 advisors → 22 advisors▼ -4%
Primary office
ANNAPOLIS MD
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/11/2026
ADV-W filed at
—
Website
linkedin.com/company/mdrn-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CIRKSENA MANAGEMENT LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CIRKSENA MANAGEMENT LLC
CIRKSENA, AARON, JOSHUA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:mdrn.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
25
Bc Firm IAR Count
25
Custodian Candidates
Full
Altruist4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (25)

25
MALY, JOSHUA, JOHN
IAR · Executive Officer · 2.5%
4310382
CIRKSENA, AARON, JOSHUA
IAR · Executive Officer · 2.5%
6161482
MICHAEL CASEY MACPHERSON
IAR
4735213
DAVID B SNYDER
IAR
4640263
ERIC JOSEPH KELEMEN
IAR
5067848
JEREMY BLAKE JONES
IAR
6119686
Ashton Augustus Hartman
IAR
7491807
Kyle A Tessmar
IAR
7770004
MATTHEW JOHN IDOUX
IAR
6468609
Joseph Michael Morphew
IAR
6628927
Jason Mearl Main
IAR
5053640
Benjamin R Cason
IAR
5699101
Jake Peltier
IAR
7302699
Joshua Roland Johnson
IAR
5755661
Andrew Carl Zuch
IAR
7377311
Ryan R Gray
IAR
6626222
Michael A. Lovell
IAR
6313193
Delano J Ponce
IAR
6316577
Michael Awwad
IAR
5902911
William John Cirksena
IAR
7445609
PATRICK T QUIGLEY
IAR
7629500
Dayne Rachel Lawyer
IAR
7455850
Tanner Garrett Mathis
IAR
6534625
TIMOTHY WALLER
IAR
7224136
AARON ABEL TYBURSKI
IAR
6534134