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Mariner, LLC
Marty Bicknell · Investment Advisor · Multi-Strategy
Mariner, LLC, operating primarily as Mariner Wealth Advisors, is a prominent national financial services firm founded in 2006 by Marty Bicknell and headquartered in Overland Park, Kansas. The firm provides a comprehensive suite of wealth management solutions, including financial planning, investment management, tax services, and estate planning. Established with a client-first mission, Mariner focuses on delivering holistic, integrated advice that addresses all aspects of a client's financial life rather than just their investment portfolio. Over the years, the firm has grown into one of the largest independent wealth advisory firms in the United States through both organic growth and a series of strategic acquisitions. It serves a wide range of clients, including high-net-worth individuals, families, and institutional entities, with a focus on providing tailored strategies that navigate complex financial landscapes and support long-term wealth goals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.3% |
| YTD return | +10.4% |
| Sharpe ratio | 2.81 |
| Win rate | 52% |
| AUM | $28.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $28.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.marinerwealthadvisors.com/ |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 20.0% | +29.2% |
| NVDA | NVIDIA Corporation | 19.8% | +11.4% |
| MSFT | Microsoft Corporation | 9.4% | -2.7% |
| GOOGL | Alphabet Inc Class A | 8.1% | +38.2% |
| AMZN | Amazon.com Inc | 5.8% | +9.4% |
| AVGO | Broadcom Inc | 4.5% | +1.3% |
| JPM | JPMorgan Chase & Co | 3.9% | +12.8% |
| META | Meta Platforms Inc. | 3.3% | -4.1% |
| MU | Micron Technology Inc | 3.2% | -1.7% |
| BRK-A | Berkshire Hathaway Inc | 3.2% | +4.6% |
| LLY | Eli Lilly and Company | 2.8% | +37.2% |
| TSLA | Tesla Inc | 2.4% | -18.4% |
| APO | Apollo Global Management LLC Class A | 2.1% | -3.3% |
| CRWD | Crowdstrike Holdings Inc | 1.9% | +30.6% |
| JNJ | Johnson & Johnson | 1.8% | +43.4% |
| WMT | Walmart Inc. Common Stock | 1.8% | +5.3% |
| GLW | Corning Incorporated | 1.7% | +53.8% |
| GEV | GE Vernova LLC | 1.5% | -3.9% |
| AMGN | Amgen Inc | 1.5% | +0.3% |
| XOM | Exxon Mobil Corp | 1.4% | -1.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | JPM | 3.9% → 3.9% |
| Sep 14, 2026 | SELL | BRK-A | 3.1% → 3.2% |
| Sep 14, 2026 | SELL | MRK | 1.4% → 0.0% |
| Sep 14, 2026 | BUY | GEV | 1.5% → 1.5% |
| Sep 14, 2026 | BUY | TSLA | 2.3% → 2.4% |
Investment Style Analysis
Mariner, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $28.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Mariner, LLC made a significant move by increasing exposure to JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Mariner’s investment philosophy is built on a holistic, client-centric approach that integrates investment management with tax, estate, and retirement planning. The firm maintains that asset allocation is the primary driver of long-term portfolio performance and seeks to build diversified portfolios tailored to each client's specific risk tolerance and financial objectives. Their strategy emphasizes maximizing risk-adjusted returns while minimizing tax exposure through a combination of active and passive management. Mariner utilizes deep internal research and institutional-level insights to navigate market volatility, advocating for a disciplined and long-term investment horizon that evolves alongside the client's life stages and changing goals.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Mariner, LLC.
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Frequently asked questions
How is the simulated portfolio for Mariner, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Mariner, LLC's largest holding?
As of the latest filing, Mariner, LLC's top position is Apple Inc (AAPL), representing 20.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Mariner, LLC's historical performance and risk profile?
Our simulation indicates a total return of +15.3% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 2.81, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Mariner, LLC primarily invest in?
Mariner, LLC has a strong preference for the Semiconductors sector, which makes up 27.6% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Mariner, LLC's portfolio concentrated or diversified?
Mariner, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 49.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Mariner, LLC performed in 2026?
Our AI-simulated model portfolio for Mariner, LLC tracks a Year-to-Date (YTD) return of +10.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Marty Bicknell manage Mariner, LLC directly?
Yes, Marty Bicknell serves as the key portfolio manager for Mariner, LLC, overseeing the investment strategy and final capital allocation decisions.