Kathryn Elaine Chase
Investment adviser representative at Mardin Capital Group
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$306.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Mcg Advisors LLC d/b/a Mardin Capital GroupJun 2026 to now
- Mardin Capital Group LLCMay 2025 to now
- LPL Financial LLCAug 2018 to Jun 2026
- Liberty Mutual GroupJun 2009 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Mardin Capital Group
Legal name: Mcg Advisors LLC
$306.2MAssets managed
238Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6976467
- Firm CRD
- 342252