MARINER

Legal name: MARINER MANAGED ACCOUNT SOLUTIONS, LLC

CRD 151664File 801-71691

APPROVED

Retail clients

Custody

Filing as of Aug 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.77B

Top 25% of cohort (national)

Discretionary AUM

$2.74B

Non-discretionary $35.1M

Clients

3,537

6,147 accounts

Employees

Top 25% of cohort in KS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jul 28, 2010
Principal office: 5700 WEST 112TH STREET, SUITE 500, OVERLAND PARK,, KS, 66211
Phone: 9139045700
Website: https://www.linkedin.com/company/access-mariner/posts/?feedView=all

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.77B
Discretionary AUM: $2.74B
Non-discretionary AUM: $35.1M
Discretionary accounts: 6,076
Non-discretionary accounts: 71
Total accounts: 6,147
AUM per client: $783K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	46	$423.8M
Individuals (other than high net worth individuals)	3,491	$2.35B

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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.