DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Mardin Capital Group

Independent wealth managerRye, New HampshireCRD 342252SEC 801-136300websiteIAPD
Legal name Mcg Advisors LLC
Latest filing Aug 13, 2026
First filing on the tape May 28, 2026 · 2 filings
SEC status approved since May 29, 2026
RAUM
$306M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$306M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$102M
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$306M as of Aug 13, 2026
May 28, 2026$0 then
HNW client RAUM$72.1M as of Aug 13, 2026
May 28, 2026$0 then
State-registered IARs (5.B.3)3 as of Aug 13, 2026
May 28, 20263 then
Employees (5.A)6 as of Aug 13, 2026
May 28, 20266 then
Private funds: no history
Practice profile
derived from the filing of Aug 13, 2026; every figure names its basis
Archetypes, each a printed rule
  • Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
RAUM per advisor
$102MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
79derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$456,430derivedHNW RAUM over HNW clients
Average account
$463,869derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
0.8derived4 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months
1derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$234M76%
  • High-net-worth individuals$72.1M24%
Individual clients
80reported
HNW clients
158reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
660reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Anthony Michael ZanettiRye, Nh Jun 4, 202617 y4
Kathryn Elaine ChaseCertified Financial PlannerDover, Nh Jun 4, 202617 y2
Robert Allen KintzRochester, Nh Jun 4, 202619 y2
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Elaine Kathryn Chase · Partnercontrol
        since 04/2026 · owns less than 5%
      • Allen Robert Kintz · Partnercontrol
        since 04/2026 · owns less than 5%
      • Michael Anthony Zanetti · Managing Partner, Ccocontrol
        since 04/2026 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Rye, Nh · principal330
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 660
        May 28, 2026 to Aug 13, 2026
      • HNW clients · 0 to 158
        May 28, 2026 to Aug 13, 2026
      • Individual clients · 0 to 80
        May 28, 2026 to Aug 13, 2026
      • Discretionary RAUM · $0 to $306M
        May 28, 2026 to Aug 13, 2026
      • HNW RAUM · $0 to $72.1M
        May 28, 2026 to Aug 13, 2026
      • Individual RAUM · $0 to $234M
        May 28, 2026 to Aug 13, 2026
      • RAUM · $0 to $306M
        May 28, 2026 to Aug 13, 2026
      Signals
      1 dated events
      • Mardin Capital Group LLC's advisors moved to Mardin Capital Group (Portsmouth, NH): 3 of 3 registered, on the same day
        Jul 2, 2026 · Firm absorbed (people side) · derived
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Business email
      team@mardincapitalgroup.comreportedpublished by the firm, firm site, Sep 16, 2026
      Business phone
      603-766-4700reportedpublished by the firm, firm site, Sep 16, 2026
      Business phone
      603-766-4701reportedpublished by the firm, firm site, Sep 16, 2026
      Business phone
      866-209-1614reportedpublished by the firm, firm site, Sep 16, 2026
      Firm profile
      linkedin.com/company/mardin-capital-groupreportedpublic record, Form ADV, Sep 17, 2026
      Website
      mardincapitalgroup.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      (603) 766-4700reportedpublic record, Form ADV, Aug 13, 2026
      Contact form
      mardincapitalgroup.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $102Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026