AdvisorCensus / Financial advisors / Massachusetts / Boston / Mardin Capital Group
Mardin Capital Group is an SEC-registered investment advisory firm in Rye, NH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.
Quick answers
From the filingHow is Mardin Capital Group compensated?
On its Form ADV (Item 5.E, October 2026), Mardin Capital Group reports these compensation arrangements: a percentage of assets under its management.
Where is Mardin Capital Group located?
Mardin Capital Group's principal office is in Rye, NH, according to its Form ADV.
Is Mardin Capital Group registered with the SEC or a state?
Mardin Capital Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 342252.
How much does Mardin Capital Group manage?
Mardin Capital Group reports $306,153,730 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).
What types of clients does Mardin Capital Group serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (158); individuals (other than high net worth individuals) (80).
Which custodians does Mardin Capital Group use?
Mardin Capital Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Mardin Capital Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/342252
Does Mardin Capital Group state an account minimum?
Its Form ADV Part 2A brochure dated August 13, 2026 says: "We do not require a minimum account value to open or maintain an account."
What changed in Mardin Capital Group's recent Form ADV filings?
In the September 2026 filing data: Regulatory assets under management went from $0 to $306,153,730.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
We do not require a minimum account value to open or maintain an account.
As stated in the firm's Form ADV Part 2A brochure dated August 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$306,153,730 as of October 2026, filing dated August 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- MCG Advisors LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 6. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
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7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Regulatory assets under management went from $0 to $306,153,730.
- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Mardin Capital Group (CRD 342252): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mardin-capital-group-rye-nh-342252