Mardin Capital Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mardin Capital Group offers integrated wealth management services to individuals and families, including discretionary investment management and financial planning that consider clients’ financial condition, goals, risk tolerance, liquidity needs, and time horizons. The firm charges asset-based (percentage-of-AUM) fees for ongoing advisement and typically implements portfolios through diversified allocations of exchange-traded funds and mutual funds, with the ability to include individual securities and fixed income when appropriate.
The firm describes a planning-driven, goals-based investment approach that segments assets by time horizon and risk profile, emphasizes long-term discipline over market timing, and incorporates proactive, tax-aware strategies such as Roth conversions and tax-loss harvesting. Mardin Capital Group retains discretionary trading authority to execute and rebalance portfolios, and, when appropriate, recommends or hires independent third‑party advisers and model portfolios to manage all or a portion of client accounts.
Founded in 2026 and managing roughly $306 million in discretionary assets, the firm discloses an affiliation with Altruist LLC and participation in Altruist’s Model Marketplace and tax-management tools—relationships the brochure identifies as potential conflicts of interest and says it manages through disclosure and due diligence. The firm also notes it may receive a one-time transition support payment from its recommended custodian and retains the discretion to hire or fire third‑party advisers, practices it says are governed by its evaluation and monitoring procedures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.95% $3,000,001 - $4,000,000: 0.85% $4,000,001 - $6,000,000: 0.75% $6,000,001 - $8,000,000: 0.65% $8,000,001 - $10,000,000: 0.55% $10,000,001+: 0.50%
Fee-only: Asset-based fee on a tiered 'cliff' schedule, no commissions accepted
Main office
6 Airfield Drive, Suite 203
Rye NH 03870
Advisors at this office
3
Most active in
Colorado · Florida · Maine · Massachusetts · New Hampshire · Texas · Vermont
Also doing business as
Mardin Capital Group · Mcg Advisors · Mcg Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Robert K
Series 66
Rye, NH
Mardin Capital Group
Robert Kintz is a financial advisor at Mardin Capital Group with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2007 to 2026 before joining Mardin Capital Group. In addition to his advisory role, he is commissioned as a Notary Public. Mardin Capital Group provides integrated wealth management services to individuals and families, focusing on discretionary investment management and financial planning tailored to clients’ goals, risk tolerance, and time horizons. The firm employs a planning-driven, goals-based investment approach, utilizing diversified portfolios and tax-aware strategies while maintaining discretionary trading authority.
Anthony Z
Series 66
Rye, NH
Mardin Capital Group
Anthony Zanetti is a financial advisor with Mardin Capital Group in Rye, NH, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Eaton Vance Management, and LPL Financial. Mardin Capital Group provides integrated wealth management services to individuals and families with a focus on discretionary investment management and financial planning. The firm employs a planning-driven, goals-based investment approach that segments assets by time horizon and risk profile, emphasizing long-term discipline and incorporating tax-aware strategies.
Kathryn C
CFP®, Series 66
Rye, NH
Mardin Capital Group
Kathryn Chase is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mardin Capital Group. Her prior experience includes roles at LPL Financial and Liberty Mutual Group. She is also a licensed insurance agent and serves as a public notary for her former firm. Mardin Capital Group provides integrated wealth management services to individuals and families, focusing on discretionary investment management and financial planning that align with clients’ goals and risk tolerance. The firm employs a planning-driven, goals-based approach with tax-aware strategies and retains discretionary authority to manage client portfolios.
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