Sarasota, FL 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
Sarasota FL
Advisors at this office
2
Advisors at this office
Patrick Q
Series 65
Sarasota, FL
MDRN Capital
Patrick Quigley is a financial advisor at MDRN Capital with a Series 65 credential and three years of industry experience. His prior work includes roles at Auto Ninjas, HD Money, Inc., Sarasota Ford, and Crunch Fitness. 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. The firm employs a multi-advisor team model and manages portfolios through allocations to independent managers and low-cost mutual funds and ETFs with a long-term focus.
Joshua J
Series 63, Series 66, Series 65
Sarasota, FL
MDRN Capital
Joshua Johnson is a financial advisor at MDRN Capital with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Merrill, Sagepoint Financial, and Advisor Group. Outside of advisory services, he has experience in fitness-related roles at F45 Fitness and Orangetheory Fitness. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated independent managers and low-cost mutual funds and ETFs, with a primarily long-term investment approach.
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