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MARINER INDEPENDENT
Legal name: MARINER PLATFORM SOLUTIONS, LLC
CRD 305418File 801-117332
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.34B
Top 10% of cohort (national)
Discretionary AUM
$6.64B
Non-discretionary $699.7M
Clients
4,307
14,426 accounts
Employees
161
Top 10% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 12, 2019
- Principal office
- 5700 WEST 112TH STREET, SUITE 500, OVERLAND PARK, KS, 66211
- Phone
- 913-904-5700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.34B
- Discretionary AUM
- $6.64B
- Non-discretionary AUM
- $699.7M
- Discretionary accounts
- 13,316
- Non-discretionary accounts
- 1,110
- Total accounts
- 14,426
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 46 | $286.6M |
| Charitable organizations | Fewer than 5 | $3.5M |
| High net worth individuals | 1,575 | $5.92B |
| Individuals (other than high net worth individuals) | 2,686 | $1.13B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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- Q11F
- Q11D5
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.