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CORNERSTONE ADVISORS
CORNERSTONE ADVISORS, LLC
CRD 114510 · SEC 801-110649
6540 SW 10TH AVENUE, TOPEKA, KS, 66615, United States
Phone
785-273-2685
Fax
785-273-1641
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$265.1M
Discretionary AUM
$240.1M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 364 | $79.2M |
| High net worth individuals | 100 | $185.2M |
| Pension/profit sharing plans | 3 | $12K |
| Charitable organizations | 1 | $6 |
| Corporations/business entities | 2 | $753K |
States served
AZ, CO, KS, LA, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD