$240M
AUM in 12 months
How MDRN Capital installed an in-house acquisition system and scaled from $35M to $240M AUM
8,000+
Booked appointments
$515
Average CPA
MDRN Capital had hit a ceiling with referral-based growth and outsourced campaigns. AdvisorsHub installed a full in-house system across Meta and Google with complete data and asset ownership.
Industry
Wealth Management
Firm type
RIA
Highlight
$35M -> $240M AUM
The challenge
MDRN Capital was growing, but not by design. Every new client came through referrals or vendor relationships Aaron did not control. When those channels slowed, the pipeline slowed with them. On top of that, every campaign lived inside agencies: they owned the accounts, the data, and the creative. MDRN was paying heavily for results they could not see into, could not control, and could not scale independently.
- No internal infrastructure, growth dependent on referrals
- Agencies owned all campaign data, assets, and audiences
- High costs with no visibility into performance or ROI
- Zero ability to scale without increasing agency dependency
The solution
AdvisorsHub built a complete in-house acquisition system inside MDRN from the ground up: Meta and Google campaigns, pixels, audiences, and creative all owned entirely by the firm. The creative was built around direct-response, education-based content designed to attract pre-retirees and HNW prospects at scale. Targeting used AdvisorsHub's proprietary database of 65,000+ prior appointments, giving MDRN immediate precision no agency could match.
- Full campaign infrastructure transferred to MDRN ownership
- Proprietary HNW audience targeting from 65K+ appointment database
- Education-based direct-response creative built for retirement prospects
- Multi-channel system engineered to scale, not plateau
The results
The numbers are unambiguous. In 12 months, MDRN scaled from $35M to $240M AUM. Monthly ad spend grew from $16K to $650K as confidence in the system compounded. Three-year revenue growth hit 548%, placing MDRN at #766 on the Inc. 5000.
- $35M to $240M AUM in 12 months
- 1,200+ qualified HNW appointments generated every month
- 70%+ show rate — consistently, month over month
- 548% three-year revenue growth — Inc. 5000 #766
- Two high-performing channels live, three more in pipeline
"The system runs itself. We went from $35M to $240M in one year, not because we outspent anyone, but because we finally owned our infrastructure."
Aaron Cirksena
Founder & CEO, MDRN Capital
▶Play intro
Screenshot 1
Screenshot 2Before
- Growth capped by referrals and external vendors
- High acquisition costs and inconsistent lead quality
- No internal control over campaigns or performance data
- No ownership of creative or media assets
After
- Complete in-house acquisition infrastructure installed
- Scaled to $240M AUM within 12 months
- 1,200+ HNW appointments generated monthly
- 548% three-year revenue growth (Inc. 5000 #766)
Conclusion
MDRN Capital is proof that the path from mid-size to billion-dollar AUM does not require outspending larger competitors. It requires owning the system that produces the results. Aaron's firm now controls every lever of its own growth, and that infrastructure compounds in value every single month.
Your firm's results could read like this.
The firms above didn't hire an agency. They installed a system and own it permanently.