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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Wave quantum
- Established Date
- 02-11-2010
- Office Locations
- 2
Office Locations
About Mariner
Mariner is a federally registered, fiduciary RIA that partners with financial advisors to design and manage customized portfolios for high-net-worth clients. The team emphasizes asset allocation discipline, principal-preservation risk management, and clear client communication, acting as an extension of the advisor’s practice with meeting prep and ongoing portfolio insights. Public filings show a heavy use of ETFs in managed accounts.
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Owner & Executives
CHERYL RENEE BICKNELL
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
MARTIN CHRISTOPHER BICKNELL
Chief Executive Officer, Financial Advisor
- CRD
- #2007121
- Ownership
- Less than 5%
Meridian unison
Element vector
- CRD
- #60595
- Ownership
- 13.1%
Showing 2 of 7 owners & executives
Unlock allContacts
Justin Marzilli Brown
--
- CRD
- #8184428
JOHN PATRICK COGSWELL JR
--
- CRD
- #2674161
Beacon oak
Radial focus
- CRD
- #50642
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,735,036,176 | $450,138 |
| Non-Discretionary | $35,092,122 | $494,255 |
| Total | $2,770,128,298 | $450,647 |
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Separately Managed Accounts
Total SMA Asset: $2,770,128,298
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $126,136,774 | 30.5% |
| Public Funds | $55,003,905 | 13.3% |
| Cash | $46,732,641 | 11.3% |
| Corporate - Investment Grade | $42,597,009 | 10.3% |
| Municipal Bonds | $86,021,144 | 20.8% |
| U.S. Government/Agency | $57,071,719 | 13.8% |
| Total | $413,563,192 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER SUMMIT VECTOR | NORTH SUMMIT | WE744DDZK | SIS | 5.94% | $25,179,693 |
| OAK GLACIER FOUNDATION | FOUNDATION ALPHA | 8JRA54NCF | TKQU | 5.53% | $102,796,508 |
| HORIZON ATLAS MERIDIAN | MATRIX VECTOR | FKM4YCNL3 | QQOH | 7.57% | $47,249,588 |
| INSIGHT ALPHA | FUSION PRIME | B9CTAJ06T | FRIMY | 5.39% | $52,433,969 |
| HARBOR RADIAL | HORIZON FUSION | 5TYOMBSTK | DKVPS | 2.99% | $34,314,861 |
| UNISON OAK | FOUNDATION LEGACY | IHYT3SGLM | ENYOU | 7.23% | $84,664,599 |
| RADIAL ZENITH | BRIDGE VALUE | V2QUO35SN | UOD | 12.34% | $78,166,253 |
| UNISON LEGACY NORTH | GLACIER GLACIER | 6UET1M9SQ | CERO | 3.23% | $114,268,285 |