DFX Intelligence
Data Factory
Reading the graph
Reading the graph
MDRN CAPITAL, LLC, CRD 325950
ANNAPOLIS, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| AARON JOSHUA CIRKSENA | n/a | ANNAPOLIS, MD | 3 | 12 | 4 | no |
| William John Cirksena | n/a | Dallas, TX | ANNAPOLIS, MD | 3 | 10 | 1 | no |
| Joshua Roland Johnson | n/a | ANNAPOLIS, MD | Sarasota, FL | 2 | 16 | 8 | no |
| Ryan R Gray | n/a | Mechanicsburg, PA | 2 | 16 | 1 | no |
| JEREMY BLAKE JONES | n/a | Greensboro, NC | ANNAPOLIS, MD | 2 | 13 | 2 | no |
| Andrew Carl Zuch | n/a | ANNAPOLIS, MD | West Chester, PA | 2 | 10 | 1 | no |
| Joshua JOHN Maly | n/a | LAKEWOOD RANCH, FL | ANNAPOLIS, MD | 2 | 16 | 9 | no |
| MATTHEW JOHN IDOUX | Certified Financial Planner | ANNAPOLIS, MD | IMPERIAL, MO | 2 | 13 | 1 | no |
| Michael A. Lovell | n/a | Rockford, MI | ANNAPOLIS, MD | 2 | 12 | 2 | no |
| Michael Awwad | n/a | ANNAPOLIS, MD | Imlay City, MI | 2 | 15 | 9 | no |
| Kyle A Tessmar | n/a | Chesterfield, MI | ANNAPOLIS, MD | 1 | 12 | 1 | no |
| Jason Mearl Main | n/a | ANNAPOLIS, MD | Rockford, MI | 1 | 20 | 1 | no |
| Dayne Rachel Lawyer | n/a | ANNAPOLIS, MD | Elkhorn, NE | 1 | 16 | 2 | no |
| MICHAEL CASEY MACPHERSON | n/a | ANNAPOLIS, MD | Allendale, MI | 1 | 22 | n/a | no |
| Tanner Garrett Mathis | n/a | ANNAPOLIS, MD | Anna, TX | 1 | 10 | 6 | no |
| DAVID B SNYDER | n/a | CINCINNATI, OH | ANNAPOLIS, MD | 1 | 23 | 2 | no |
| PATRICK T QUIGLEY | n/a | ANNAPOLIS, MD | SARASOTA, FL | 1 | 10 | 1 | no |
| AARON ABEL TYBURSKI | n/a | BELGRADE, MT | ANNAPOLIS, MD | 1 | 10 | 2 | no |
| Delano J Ponce | n/a | ALBUQUERQUE, NM | ANNAPOLIS, MD | 0 | 13 | 3 | no |
| ERIC JOSEPH KELEMEN | n/a | PLAIN CITY, OH | ANNAPOLIS, MD | 0 | 20 | n/a | no |
| Benjamin R Cason | n/a | ANNAPOLIS, MD | ELLISVILLE, MO | 0 | 16 | 8 | no |
| Joseph Michael Morphew | n/a | ANNAPOLIS, MD | HOWELL, MI | 0 | 11 | 2 | no |
| TIMOTHY WALLER | n/a | ANNAPOLIS, MD | GRAND RAPIDS, OH | 0 | 11 | 3 | no |
| Lindsey Tomasula Tummond | n/a | ANNAPOLIS, MD | SCOTTSDALE, AZ | 0 | 18 | 3 | no |
| Christian Alan Norman | n/a | DELAWARE, OH | ANNAPOLIS, MD | 0 | 13 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CIRKSENA MANAGEMENT LLC | Owner | E | yes | 12/2022 | Jun 27, 2024 | Nov 26, 2024 |
| CIRKSENA, AARON, JOSHUA | Owner | E | yes | 03/2023 | Jun 27, 2024 | Nov 26, 2024 |
| CIRKSENA, AARON, JOSHUA | FOUNDER, CEO, CHIEF COMPLIANCE OFFICER | Na | yes | 03/2023 | Jun 27, 2024 | Nov 26, 2024 |
| MALY, JOSHUA, JOHN | CHIEF OPERATING OFFICER | Na | yes | 01/2024 | Jun 27, 2024 | Nov 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MDRN INSURANCE LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 11, 2026 | $339M | $339M | 36 | 22 | 22 | n/a | n/a |
| 2024 | Apr 30, 2025 | $161M | $161M | 31 | 23 | 23 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 10 | 5 | 5 | 17.2% | 4 | 0 | 0 | 31 | 9 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $339M | $161M | 110.5% | n/a | n/a | 36 | 31 | 24 | 23 |