Mariner
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 151664
- Registered since
- July 28, 2010
- Website
- mmas.mariner.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals84.7%
- HNWI15.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mariner is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm charges fees based on a percentage of assets under management and provides portfolio management services to individuals, small businesses and institutional/business clients. Mariner identifies as an active ESG investor and maintains affiliations across the financial-services ecosystem—broker-dealers, trust companies, CPO/CTAs, insurers, accounting and law firms—and serves as sponsor or general partner for pooled investment vehicles. The firm has been SEC-registered since 2010 and has been recognized in the industry: it appeared on Barron’s Top 100 RIA Firms list for 2025 and was named among AdvisorHub’s 50 RIA Firms to Watch in 2026. Mariner’s structure and affiliations suggest it combines discretionary portfolio management with access to third-party alternative managers and internal sponsor activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 5
John Cogswell
Chief Market StrategistCRD 2674161

Jeffrey Poe
Chief Financial OfficerCRD 7088123

Cheryl Bicknell
Chief Operating Officer, Chief Strategy OfficerCRD 4906804
Contacts
3 of 7
Anne Dorian
Senior Vice President, Regulatory ComplianceCRD 5736231

Justin Brown
Investment OperationsCRD 8184428

Joshua Pierce
Managing DirectorCRD 4715301
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 410Active vs passive
$1.4B in ETFs
91%
$1.3B
9%
$132M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) | BlackRock | Passive | Large Growth | $118M | 673,690 | 8.16% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 5700 W 112th St
- Time zone
- CT (UTC-6)
- Office locations
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