Kathryn Chase
Mardin Capital Group · Rye, New Hampshire
Kathryn Chase is a fee-only financial advisor at Mardin Capital Group in Rye, New Hampshire, who holds the CFP credential. Mardin Capital Group reports charging a percentage of assets on its Form ADV.
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Who they serve
- Multi-generational families
Facts
| Firm | Mardin Capital Group |
|---|---|
| Based in | Rye, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $306.2M across 660 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH, TX · CRD 6976467 |
| Exams passed | Series 66 (2018) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | mardincapitalgroup.com |
| Profile |
How Kathryn's firm compares
- Mardin Capital Group's average account is about $464,000, from its Form ADV (assets managed divided by 660 accounts).
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Questions about Kathryn
Is Kathryn Chase a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathryn holds no broker registration, and Mardin Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathryn charge for financial advice?
Kathryn's firm, Mardin Capital Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Kathryn Chase based?
Kathryn Chase is based in Rye, New Hampshire.
What credentials does Kathryn Chase hold?
Kathryn Chase holds the CFP credential.
Is Kathryn Chase registered with the SEC?
Yes. Kathryn Chase is registered as an investment adviser representative in NH and TX (CRD 6976467), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mardin Capital Group manage?
Mardin Capital Group reports $306.2M across 660 accounts in assets under management.
How do I contact Kathryn Chase?
Through Kathryn's website, mardincapitalgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Mardin Capital Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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