# MDRN Capital

MDRN Capital is a Bank / Wealth / Trust based in Annapolis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Annapolis, United States
- **Region:** North America
- **Address:** Annapolis, MD, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** mdrncapital.com
- **LinkedIn:** https://www.linkedin.com/company/mdrn-capital

## Regulatory record

- **CRD number:** 325950
- **SEC file number:** 801-130784
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325950

## About

MDRN Capital was established in 2023 in Annapolis, Maryland, filing as a registered investment adviser with the SEC. The firm provides investment advisory services — including financial planning and portfolio management — to high-net-worth individuals, trusts, and business entities. Unlike multi-generational family offices that serve a single wealth origin, MDRN operates as a newly formed RIA acquiring external private-wealth clients, which places it in the broad category of independent wealth managers rather than dedicated single-family vehicles. As an RIA serving high-net-worth families, MDRN almost certainly constructs individualized asset allocations rather than running a commingled fund structure — a model that emphasizes customized tax management and estate integration over pooled deployment. No direct-investment, private-equity, or venture mandates have been surfaced in public filings, which is consistent with a young advisory practice still building its operational footprint. MDRN's Annapolis headquarters places it within the dense Mid-Atlantic private-wealth corridor serving Washington, D.C., Baltimore, and the broader Chesapeake region. As of mid-2026, the firm has not disclosed team size, total regulatory assets under management, or named investment-committee members — a level of opacity typical for newly registered advisory practices that have not yet crossed the $100 million AUM reporting threshold that triggers certain public disclosure requirements. Structurally, MDRN sits inside the breakaway-RIA movement that accelerated after 2020: experienced advisors leaving wirehouses and banks to establish independent firms with lower overhead and higher payout retention. Whether MDRN evolves into a multi-family office, adds in-house alternatives sourcing, or remains a planning-centric RIA depends on the founder's background and client base — both of which remain unstated.

## Questions

### Who runs MDRN Capital?

MDRN Capital has not publicly disclosed its founding principals or investment-committee members as of 2026. The firm is a newly registered investment adviser operating below typical public-reporting thresholds, which is common for practices still building their initial client base. Advisors in this profile often emerge from wirehouse breakaway teams or independent planning practices in the Mid-Atlantic region, but MDRN has not confirmed any specific biographical background.

### What client types does MDRN Capital serve?

The firm's ADV filing identifies high-net-worth individuals, trusts, and business entities as its primary client base. No specific wealth thresholds, institutional clients, or pooled-vehicle investors have been disclosed. This client mix is typical for an RIA operating in a regional market like Annapolis, where relationships often center on professionals, business owners, and retiree trusts.

### Where is MDRN Capital's client base concentrated?

The firm is headquartered in Annapolis, Maryland, which situates it inside the Washington–Baltimore–Chesapeake private-wealth corridor. While MDRN has not published geographic client-concentration data, most regional RIAs at this scale draw the majority of assets from within a 50-to-100-mile radius of their headquarters, supplemented by remote relationships.

## Related profiles

- [MD ONE Ventures](https://altss.com/profile/md-one-ventures)
- [MDS Wealth Advisors](https://altss.com/profile/mds-wealth-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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