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Mariner Managed Account Solutions, LLC

● SEC registered since 2010CRD 151664SEC# 801-71691Overland Park,, KS
Export (members)
Reg. AUM
$2.77B
Employees
13
Accounts
6,147
Location
Overland Park,, KS

Mariner Managed Account Solutions, LLC assets under management

Mariner Managed Account Solutions, LLC is an SEC-registered investment adviser based in Overland Park,, KS. The firm has been registered since 2010. It reports $2.8 billion in regulatory assets under management and employs 13 people.

Mariner Managed Account Solutions, LLC owners & executives

38 reported
NameTitleOwnershipSince
Anne Jenelle DorianGeneral CounselUnder 5%2024
Cheryl Bicknell ControlChief Operating OfficerUnder 5%2024
Deann Michele ElmoreDeputy Chief Operating OfficerUnder 5%2026
Jeffrey Allen Poe ControlChief Financial OfficerUnder 5%2024
Joshua Townsend PierceManaging DirectorUnder 5%2024
Mariner Wealth ControlManaging MemberOver 75%2024
Martin Christopher Bicknell ControlChief Executive OfficerUnder 5%2024
Maureen Kim Kiefer-GoldenbergChief Compliance OfficerUnder 5%2024
Cheryl Bicknell ControlElected Manager2021
David John Lyon ControlElected Member2024
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Frequently asked questions

How much does Mariner Managed Account Solutions, LLC manage?

Mariner Managed Account Solutions, LLC reports $2.8 billion in regulatory assets under management on its Form ADV.

How many employees does Mariner Managed Account Solutions, LLC have?

Mariner Managed Account Solutions, LLC reports 13 employees.

Where is Mariner Managed Account Solutions, LLC located?

Mariner Managed Account Solutions, LLC is based in Overland Park,, KS and has been SEC-registered since 2010.

Does Mariner Managed Account Solutions, LLC disclose fund performance?

Mariner Managed Account Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5700 West 112th Street, Suite 500, Overland Park,, KS 66211
Phone9139045700
Office hours9 a.m. To 5 p.m.
SEC regionDenver Regional Office (DRO)
CIK1546408
Discloses disciplinary historyNo

Regulatory AUM

$2.77B▲ 18%
Mar '25 — $2.35BApr '25 — $2.35BMay '25 — $2.35BJun '25 — $2.35BJul '25 — $2.35BAug '25 — $2.35BSep '25 — $2.35BOct '25 — $2.35BNov '25 — $2.35BDec '25 — $2.35BJan '26 — $2.35BFeb '26 — $2.35BMar '26 — $2.77BApr '26 — $2.77BMay '26 — $2.77BJun '26 — $2.77BJul '26 — $2.77B
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 18%
Larger than 82% of 16,306 advisers
EmployeesTop 34%
More than 66% of 16,824 advisers

Assets under management

$2.77Bregulatory AUM
Discretionary $2.74BNon-discretionary $35.1M