CORNERSTONE ADVISORS, LLC

RIASEC RegisteredEst. 2019

Total AUM

$3B

Discretionary

$3B

100% of AUM

Avg account

$1.5B

Accounts

2

Employees

7

Advisory reps

6

Firm details

Headquarters: ASHEVILLE, North Carolina
CRD number: 300891
Registered since: March 25, 2019
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Cornerstone Advisors, LLC is an SEC-registered investment adviser organized as an LLC (registered in 2019) that serves institutional clients. Its stated advisory activity is portfolio management for investment companies, and the firm bills on a percentage-of-AUM basis. The firm does not describe itself as an active ESG investor, is not presented as a multi-state adviser, and is not a capital allocator. The firm's public-facing affiliations include a relationship with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

NICHOLAS BIRK
Managing Member And Chief Compliance OfficerCRD 7743673
Joshua Bradshaw
Chief Operating OfficerCRD 7076349

Contacts

3 of 4

DANIEL BRADSHAW
Vice PresidentCRD 5944371
RALPH BRADSHAW
Portfolio ManagerCRD 2366278
BENJAMIN MOLLOZZI
CounselCRD 6551029

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 9

Active vs passive

$656M in ETFs

Passive

100%

$656M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE)	State Street	Passive	Equity Energy	$109M	1,776,143	16.59%

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Primary office

ASHEVILLE, NC

BUNCOMBE

Location

ASHEVILLE, NC

Headquartered in ASHEVILLE, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.

Metro area: Asheville-Marion-Brevard, NC
Region: South
County: BUNCOMBE
Address: 1075 Hendersonville Rd
Time zone: ET (UTC-5)
Office locations

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