MARINER INSTITUTIONAL, LLC

CRD 111964File 801-58253

APPROVED

Retail clients

Filing as of Aug 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.82B

Top 25% of cohort (national)

Discretionary AUM

$2.82B

Clients

59 accounts

Employees

148

Top 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jan 10, 2001
Principal office: 531 W MORSE BLVD, SUITE 200, WINTER PARK, FL, 32789
Phone: 844-442-6326
Website: https://www.marinerwealthadvisors.com/southeastern-advisory-services/?utm_source=redirect&utm_medium=southeastern&utm_campaign=w

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.82B
Discretionary AUM: $2.82B
Non-discretionary AUM: $0
Discretionary accounts: 59
Non-discretionary accounts: 0
Total accounts: 59
AUM per client: $47.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$195.7M
Charitable organizations	19	$1.09B
High net worth individuals	8	$513.8M
Pension and profit sharing plans	14	$569.7M
State or municipal government entities	8	$456.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.