|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Advisors LLC
✚
|
|
|---|---|
| CRD # | 325163 |
| SEC # | 801-130418 |
| CIK # | 0001166880, 0001775446, 0000073690, 0001532520 |
| AUM | $276.9 M (2025-05-15) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 501-943-7132 |
| Address | 4201 Shiloh Dr Fayetteville, AR 72703 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001166880 0001775446 0000073690 0001532520 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Netflix Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Bank of America Corp /DE/ | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Reaves Utility Income Fund | 0.0 | ||
| Calamos Strategic Total Return Fund | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Thermo Fisher Scientific Inc | 0.0 | ||
| McDonalds Corp | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 0.0 |
| (b) Individuals (high net worth individuals) | 17 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 206 | 0.3 |
| By Discretionary | ||
| Discretionary | 185 | 0.3 |
| Non-Discretionary | 21 | 0.0 |
| Total | 206 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 206 | 0.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001166880] | |
| 13F-HR | [0001532520] | |
| 13F-HR | [0001775446] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Evermont Wealth Inc
✚
|
CA | 0.3 |
|
LPF Advisors LLC
✚
|
FL | 0.3 |
|
Amerity Wealth Management LLC
✚
|
FL | 0.3 |
|
Beacon Financial Strategies Corp
✚
|
NC | 0.3 |
|
Capital Ideas Inc
✚
|
TX | 0.3 |
|
American Fundstars Financial Group LLC
✚
|
CA | 0.3 |
|
New River Financial Group LLC
✚
|
VA | 0.3 |
|
Integrity Wealth Solutions LLC
✚
|
CO | 0.3 |
|
Global Investment Adviser LC
✚
|
FL | 0.3 |
|
Ballast Financial Advisors LLC
✚
|
PA | 0.3 |