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have?","answer":"MDRN Capital has 569 clients and manages $339 million for them, as of July 2026. They include 425 high-net-worth individuals and 144 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does MDRN Capital offer?","answer":"MDRN Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does MDRN Capital charge?","answer":"MDRN Capital charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.","source":"DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY, filed 11 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does MDRN Capital use?","answer":"MDRN Capital’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $339M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does MDRN Capital have?","answer":"MDRN Capital has 22 investment adviser representatives registered with state securities authorities, out of 36 employees, and 22 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 22 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does MDRN Capital invest in?","answer":"At the end of its last fiscal year, MDRN Capital’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 5% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns MDRN Capital?","answer":"MDRN Capital is owned through a holding company by Aaron Cirksena. Its direct owner is Cirksena Management LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does MDRN Capital get paid?","answer":"MDRN Capital is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact MDRN Capital?","answer":"MDRN Capital’s main office is at 1997 Annapolis Exchange Parkway, Suite 300, Annapolis, MD 21401. Its phone number is 410-533-9966.","source":"Form ADV Part 1A, Item 1.F, filed 15 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}