Mariner Value Strategies, LLC (Kansas City)


Mariner Value Strategies, LLC is a large advisory firm based in Kansas City. It manages $137.94 million of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Kansas, Missouri, and Texas.

Mariner Value Strategies provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mariner Value Strategies: assets under management

The assets under management (AUM) of Mariner Value Strategies, LLC is $137.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 601% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $137.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.66 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mariner Value Strategies, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mariner Value Strategies, LLC

Scott Anthony Moore has served as the Chief Investment Officer since 1 Nov 2008. Llc Mariner Asset Management joined the executive team most recently as the Managing Member.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Llc Mariner Wealth Advisors Member 1 Sep 2008 75% - 100% 140195
Martin Christopher Bicknell Ceo 1 Sep 2008 Other 2007121
Stephanie Leann Manning Chief compliance officer 1 Sep 2008 Other 4655317
Gary Paul Henson Chief investment officer 1 Sep 2008 Other 2130871
Scott Anthony Moore Chief investment officer 1 Nov 2008 Other 2090637
Cheryl R Vohland Chief compliance officer 1 Jul 2009 Other 4906804
Llc Mariner Asset Management Managing member 1 Jan 2010 75% - 100% 152607

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Martin Christopher Bicknell Member 1 Dec 2006 75% - 100% 2007121
Llc Mariner Holdings Member 1 Nov 2008 75% - 100% 26-2766689
Llc Bicknell Family Holding Co. Owner 1 Jun 2009 50% - 75% 26-0534255
Bicknell Family Management Company Trust Owner 1 Jun 2009 50% - 75% 20-7480290
Martin Christopher Bicknell Trustee 1 Jun 2009 Other 2007121
William Allen Freeman Trustee 1 Jun 2009 Other 5682255

Based in Kansas City

The principal office where Mariner Value Strategies, LLC performs its advisory services is located at One Ward Parkway, Kansas City, MO 64112, which is also the mailing address of the firm. An additional office of the firm is in Pittsburg, KS. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 913-647-9700 or by fax 913-647-9725. The normal business hours are 8:00 a.m. - 5:00 p.m. cst on Monday - Friday.