Asset manager · Winter Park, FL
Mariner Institutional, LLC
SEC-registered investment adviser · CRD 111964 · SEC 801-58253
At a glance
Mariner Institutional, LLC is an SEC-registered investment adviser based in Winter Park, Florida, with $2.8 billion in regulatory assets under management as of its Form ADV filed August 5, 2026. Its largest client group by assets is charitable organizations, and it reports 8 individual clients. By Form ADV it is a asset manager, ranked 909th of 3,218 asset managers and 2,938th of 17,210 SEC-registered advisers by assets.
Main office 844-442-6326marinerwealthadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.8B
- Rank among asset managers
- #909 of 3,218
- Rank among all SEC RIAs
- #2,938 of 17,210
- Rank in Florida
- #130 of 1,090
- Individual clients
- 8
- High-net-worth clients
- 8
- Accounts
- 59
- Discretionary
- 100% of AUM
- Employees
- 148
- Advisory staff
- 148
- Offices
- 16
Owners and executives on its Form ADV
- Sara P. SearleChief Compliance Officer & VP, Compliance
- Anne J. DorianChief Risk Officer
- Martin C. BicknellChief Executive Officer
- Cheryl R. BicknellChief Operating Officer
- Jeffrey A. PoeChief Financial Officer
- Bryan E. BakardjievNational Managing Director, Head of Mariner Institutional
- Bradley D. RollinsChief Investment Officer
- Deann M. ElmoreChief Services Officer
Custody and brokerage
Custodian
Mariner Institutional, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names affiliated broker-dealers: Msec, LLC and W G Securities, LLC.
- Msec, LLC ↗CRD 154327
An introducing broker-dealer: its trades clear through National Financial Services (Fidelity), which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
- W G Securities, LLC ↗CRD 140869
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, August 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 19 | $1.1B | 38% |
| Pension and profit sharing plans | 14 | $570M | 20% |
| High-net-worth individuals | 8 | $514M | 18% |
| State or municipal government entities | 8 | $457M | 16% |
| Corporations or other businesses | 10 | $196M | 7% |
Disciplinary disclosures
Mariner Institutional, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗marinerwealthadvisors.com ↗Mariner Institutional, LLC news and profile →
AtlasMembers
The full record on Mariner Institutional, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 832 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 5Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Mariner Institutional, LLC manage?
Mariner Institutional, LLC reports $2.8 billion in regulatory assets under management across 59 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 5, 2026.
What kind of firm is Mariner Institutional, LLC?
Mariner Institutional, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Mariner Institutional, LLC’s clients?
By assets, its largest client types are charitable organizations ($1.1 billion, 19 clients); pension and profit sharing plans ($570 million, 14 clients); high-net-worth individuals ($514 million, 8 clients).
Does Mariner Institutional, LLC have any disciplinary history?
Mariner Institutional, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Mariner Institutional, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →