|
⚲
|
| Keyboard |
| CornerStone Select Advisors LLC
✚
|
|
|---|---|
| CRD # | 144044 |
| SEC # | 801-113472 |
| CIK # | 0002055366 |
| AUM | 315.3 M (2026-04-02) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 314-862-5155 |
| Address | 13171 Olive Boulevard St Louis, MO 63141 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (4/2/2026) [Brochure] |
|---|
Item 5: Fees and Compensation The client is responsible for verifying the accuracy of the fee calculation, as the client’s custodian will not verify the calculation. C. Additional Client Fees Charged The fees charged by CSA do not include fees charged by any exchange-traded fund, mutual fund, separate account manager, pooled investment vehicle, or any broker-dealer or custodian selected by the client. The management fees for pooled investment vehicles are disclosed in their confidential offering memoranda and applicable subscription documents or, in the case of an exchange-traded fund or mutual fund, in the respective fund’s prospectus. The fees charged by a separate account manager are disclosed in such manager’s Part 2A Brochure disclosure document. Clients are advised to read these materials carefully before investing. If a mutual fund also imposes sales charges, the client may pay an initial or deferred sales charge as further described in the mutual fund’s prospectus. A client using CSA may be precluded from using certain mutual funds or separate account managers because they may not be offered by the client's custodian. Please refer to the Brokerage Practices section (Item 12) for additional information regarding the firm’s |
| Account Minimums and Types of Clients — Form ADV Part 2A (4/2/2026) [Brochure] |
|---|
Item 7. Types of Clients
CSA offers personalized investment management services to individuals and high-net-worth individuals
and their related trusts, banking or thrift institutions, corporations and other business entities, and other
investment advisers. Although CSA provides investment services to the various types of clients mentioned,
the services are conditioned upon meeting the following certain minimum criteria established by CSA.
CSA generally requires a minimum account value of $250,000 for accounts it manages on a discretionary
basis. CSA, in its sole discretion, may waive the required minimum.
Part 2A of Form ADV: CSA Brochure |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 8.8 | ||
| Nvidia Corp | 7.3 | ||
| Lam Research Corp | 5.0 | ||
| Apple Inc | 4.4 | ||
| Micron Technology Inc | 4.4 | ||
| Chevron Corp | 4.1 | ||
| AT&T Inc | 3.8 | ||
| Cardinal Health Inc | 3.6 | ||
| KLA Tencor Corp | 3.5 | ||
| GS Acquisition Holdings Corp | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 37.5 |
| (b) Individuals (high net worth individuals) | 40 | 96.7 |
| (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 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 140 | 179.3 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 315.3 |
| By Discretionary | ||
| Discretionary | 675 | 209.0 |
| Non-Discretionary | 115 | 106.3 |
| Total | 790 | 315.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.3 | |
| Total | 790 | 315.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055366] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stonebridge Financial Planning Group LLC
✚
|
FL | 329.7 M |
|
Benchmark Investment Advisors LLC
✚
|
IL | 329.2 M |
|
Law & Associates Inc
✚
|
MD | 326.6 M |
|
Valuewealth Services LLC
✚
|
MD | 319.0 M |
|
Openair Financial LLC
✚
|
TX | 318.0 M |
|
Wealth Management Strategies Inc
✚
|
PA | 314.7 M |
|
PTM Wealth Management LLC
✚
|
PA | 310.2 M |
|
Trunorth Financial Services Inc
✚
|
PA | 309.5 M |
|
Prairie Sky Financial Group LLC
✚
|
IL | 302.1 M |
|
Resolute Capital LLC
✚
|
SC | 300.8 M |