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MDRN CAPITAL

ANNAPOLIS, MD · CRD 325950 · IAPD ↗ · go.aaroncirksena.com · 410-533-9966

$338.6MRegulatory AUM
22Advisory reps
36Employees
0Clients
101-250Planning clients
0Private funds
34States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — MDRN CAPITAL notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2026 — MDRN CAPITAL added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
June 2026 — MDRN CAPITAL notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — MDRN CAPITAL added office(s): 22 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
March 2026 — MDRN CAPITAL notice-filed in KS, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2026 — MDRN CAPITAL reported RAUM up 111% ($160.9M -> $338.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
July 2025 — MDRN CAPITAL notice-filed in MT, NM, OR, SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2025 — MDRN CAPITAL notice-filed in CT, MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — MDRN CAPITAL added office(s): 9 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — MDRN CAPITAL reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2025 — MDRN CAPITAL reported RAUM up 58% ($101.6M -> $160.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2025 — MDRN CAPITAL grew from 7 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
February 2025 — MDRN CAPITAL notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2024 — MDRN CAPITAL notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2024 — MDRN CAPITAL added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
September 2024 — MDRN CAPITAL notice-filed in AZ, CO, DE, GA, IL, NH, NJ, NY, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2024 — MDRN CAPITAL (ANNAPOLIS, MD) is newly SEC-registered with $101.6M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.