Mdrn Capital, Llc
- Regulatory AUM
- $339M
- Discretionary
- $339M
- Clients
- 569
- Avg AUM / client
- $595K
- Accounts
- 1,977
- Employees
- 36
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 144 | $58.2M | 17.2% |
| High net worth individuals | 425 | $280M | 82.8% |
People (30)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Joshua Cirksena | Owner | Mar 2023 (3y) | ≈ 56.25% – 100% via Cirksena Management Llc | |
| Joshua John Maly | Chief Operating Officer | Jan 2024 (3y) | Less than 5% | |
| William John Cirksena | Registered representative | Jun 2023 (3y) | ||
| Joshua Roland Johnson | Registered representative | Sep 2023 (3y) | ||
| Ryan R Gray | Registered representative | Nov 2023 (3y) | ||
| Jeremy Blake Jones | Registered representative | Dec 2023 (3y) | ||
| Andrew Carl Zuch | Registered representative | Jan 2024 (3y) | ||
| Matthew John Idoux | Registered representative | CFP | Apr 2024 (2y) | |
| Michael A. Lovell | Registered representative | Sep 2024 (2y) | ||
| Michael Awwad | Registered representative | Sep 2024 (2y) | ||
| Kyle A Tessmar | Registered representative | Nov 2024 (2y) | ||
| Jake Peltier | Registered representative | Dec 2024 (2y) | ||
| Jason Mearl Main | Registered representative | Jan 2025 (2y) | ||
| Dayne Rachel Lawyer | Registered representative | Jan 2025 (2y) | ||
| Michael Casey Macpherson | Registered representative | Mar 2025 (1y) | ||
| Tanner Garrett Mathis | Registered representative | Apr 2025 (1y) | ||
| David B Snyder | Registered representative | Apr 2025 (1y) | ||
| Patrick T Quigley | Registered representative | May 2025 (1y) | ||
| Aaron Abel Tyburski | Registered representative | Jun 2025 (1y) | ||
| Delano J Ponce | Registered representative | Oct 2025 (1y) | ||
| Eric Joseph Kelemen | Registered representative | Nov 2025 (1y) | ||
| Ashton Augustus Hartman | Registered representative | Mar 2026 (0y) | ||
| Benjamin R Cason | Registered representative | Mar 2026 (0y) | ||
| Joseph Michael Morphew | Registered representative | Mar 2026 (0y) | ||
| Timothy Waller | Registered representative | Apr 2026 (0y) | ||
| Lindsey Tomasula Tummond | Registered representative | May 2026 (0y) | ||
| Christian Alan Norman | Registered representative | Jun 2026 (0y) | ||
| Christopher James Mc Farland | Registered representative | Jun 2026 (0y) | ||
| Troy Earl Reeder | Registered representative | Jun 2026 (0y) | ||
| Skyler Jonathan Otto | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cirksena Management Llc | Owner | Dec 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Aaron Joshua Cirksena: 75% – 100% of Cirksena Management Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $339M (100% of AUM) Jul 2026
- Altruist Financial $339M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗