{
  "crd_number": 111964,
  "slug": "mariner-institutional-llc-winter-park-fl-111964",
  "primary_business_name": "MARINER INSTITUTIONAL, LLC",
  "legal_name": "MARINER INSTITUTIONAL, LLC",
  "dbas": [
    "ANDCO CONSULTING, LLC",
    "MARINER"
  ],
  "city": "Winter Park",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2001-01-10",
  "years_registered": 25,
  "period": "2026-10-01",
  "filing_date": "2026-08-05",
  "carried_forward": false,
  "raum_total": 2822300000.0,
  "raum_discretionary": 2822300000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 148,
  "advisory_employees": 148,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 1086300000.0,
      "count": 19
    },
    "state_municipal": {
      "raum": 456800000.0,
      "count": 8
    },
    "pension_profit_sharing": {
      "raum": 569700000.0,
      "count": 14
    },
    "high_net_worth_individuals": {
      "raum": 513800000.0,
      "count": 8
    },
    "corporations_other_businesses": {
      "raum": 195700000.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "DC",
    "FL",
    "IA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MI",
    "MO",
    "NE",
    "NV",
    "OH",
    "OK",
    "PA",
    "TX",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/company/access-mariner",
    "https://linkedin.com/company/andco-consulting/mycompany",
    "https://marinerwealthadvisors.com",
    "https://marinerwealthadvisors.com/our-services/business/mariner-institutional",
    "https://marinerwealthadvisors.com/southeastern-advisory-services"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111964",
  "city_as_filed": "WINTER PARK",
  "url": "https://advisorcensus.com/firm/mariner-institutional-llc-winter-park-fl-111964",
  "display_name": "Mariner Institutional, LLC",
  "summary": "Mariner Institutional, LLC is an SEC-registered investment advisory firm in Winter Park, FL, registered since 2001, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 5, 2026.",
  "citation": "AdvisorCensus. Mariner Institutional, LLC (CRD 111964): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Mariner Institutional, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mariner Institutional, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Mariner Institutional, LLC located?",
      "a": "Mariner Institutional, LLC's principal office is in Winter Park, FL, according to its Form ADV; the September 2026 filing also lists 15 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Mariner Institutional, LLC registered with the SEC or a state?",
      "a": "Mariner Institutional, LLC is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 111964."
    },
    {
      "q": "How much does Mariner Institutional, LLC manage?",
      "a": "Mariner Institutional, LLC reports $2,822,300,000 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Mariner Institutional, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mariner Institutional, LLC: Regulatory assets under management: $296,600,000 in the October 2021 data and $2,822,300,000 in the October 2026 data, up 852%. Total employees: 90 in October 2021 and 148 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mariner Institutional, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: charitable organizations (19); pension and profit sharing plans (but not the plan participants or government pension plans) (14); corporations or other businesses not listed above (10)."
    },
    {
      "q": "Does Mariner Institutional, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111964"
    },
    {
      "q": "Does Mariner Institutional, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 26, 2026 says: \"We do not have a minimum plan size that we will accept, nor do we have a minimum stated fee.\" \"As stated in “Item 5 – Fees & Compensation,” we do not have minimum plan size requirements, nor a stated minimum fee for establishing a new client relationship for investment consulting services.\""
    },
    {
      "q": "What changed in Mariner Institutional, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 296600000.0,
      "total_employees": 90,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 526200000.0,
      "total_employees": 87,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 718800000.0,
      "total_employees": 98,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 976600000.0,
      "total_employees": 90,
      "filing_date": "2024-05-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2543100000.0,
      "total_employees": 113,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2822300000.0,
      "total_employees": 148,
      "filing_date": "2026-08-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 113 to 148.",
        "Regulatory assets under management went from $2,543,100,000 to $2,822,300,000 (+11%).",
        "Changed its office addresses in Plano, TX.",
        "Added an office in Chicago, IL.",
        "Added an office in Clayton, MO.",
        "Added an office in Greenville, SC.",
        "Added an office in Newport Beach, CA.",
        "Added an office in Omaha, NE.",
        "Added an office in Rockland, MA.",
        "Added an office in Tulsa, OK.",
        "Added an office in West Chester, OH.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in MA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 26, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum plan size that we will accept, nor do we have a minimum stated fee.",
          "As stated in “Item 5 – Fees & Compensation,” we do not have minimum plan size requirements, nor a stated minimum fee for establishing a new client relationship for investment consulting services."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "We do not have a minimum plan size that we will accept, nor do we have a minimum stated fee.",
          "As stated in “Item 5 – Fees & Compensation,” we do not have minimum plan size requirements, nor a stated minimum fee for establishing a new client relationship for investment consulting services."
        ]
      }
    ],
    "quotes": [
      "We do not have a minimum plan size that we will accept, nor do we have a minimum stated fee.",
      "As stated in “Item 5 – Fees & Compensation,” we do not have minimum plan size requirements, nor a stated minimum fee for establishing a new client relationship for investment consulting services.",
      "We do not have a minimum plan size that we will accept, nor do we have a minimum stated fee.",
      "As stated in “Item 5 – Fees & Compensation,” we do not have minimum plan size requirements, nor a stated minimum fee for establishing a new client relationship for investment consulting services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/mariner-institutional-llc-winter-park-fl-111964.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 8,
      "fewer_than_5": false,
      "raum": 513800000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 569700000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 19,
      "fewer_than_5": false,
      "raum": 1086300000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 456800000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 195700000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111964",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}