Rockford, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
MDRN Capital
Team
Firm-wide stats for MDRN Capital
About
MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services including 3(21) plan support. The firm began operations in mid‑2023 and now manages roughly $338.6 million for about 569 clients with a multi-advisor team model.
The firm typically constructs portfolios by allocating to unaffiliated Independent Managers and low‑cost mutual funds and ETFs, applying both fundamental and technical analysis and maintaining ongoing oversight of recommended managers. MDRN Capital’s approach is primarily long‑term focused but allows for shorter-term trades for rebalancing, tax management, or meeting client cash needs.
A distinctive feature in its disclosures is the use of client testimonials in advertising, a practice that the firm notes and that is relatively uncommon among multi‑team peers. The brochure also discloses an institutional relationship with the Altruist platform that provides software and support to the firm and an affiliated insurance entity whose advisors may earn commission‑based compensation for insurance sales, each of which are identified as potential conflicts the firm monitors in its policies.
Based on MDRN Capital
Expertise
Based on MDRN Capital
Location
Rockford MI
Advisors at this office
2
Advisors at this office
Jason M
Series 63, Series 65
Rockford, MI
MDRN Capital
Jason Main is a financial advisor at MDRN Capital with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Huntington Financial Advisors, The Huntington Investment Company, and J.P. Morgan Securities LLC. Outside of finance, he is involved as a server and bartender at Grill 111 in Rockford, Michigan. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services through a multi-advisor team model. The firm constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs, employing both fundamental and technical analysis with a primarily long-term focus.
Michael L
Series 63, Series 65
Rockford, MI
MDRN Capital
Michael Lovell is a financial advisor at MDRN Capital with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and Prudential Financial Planning Services. Lovell also engages in insurance sales as a secondary business activity. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and utilizes unaffiliated Independent Managers alongside low-cost mutual funds and ETFs, focusing primarily on long-term portfolio construction with flexibility for short-term adjustments.
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