Cornerstone Advisors, LLC
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
FINTRXOverview
Cornerstone Advisors, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2019. The firm serves institutional clients, primarily providing portfolio management for investment companies and charging fees as a percentage of assets under management. Cornerstone is not positioned as a capital allocator and does not identify as an active ESG investor or pension consultant. The firm's organizational ownership is listed as a combination of a domestic entity and an individual, and it reports an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Nicholas Birk
Managing Member And Chief Compliance OfficerCRD 7743673
Joshua Bradshaw
Chief Operating OfficerCRD 7076349
Contacts
3 of 4Daniel Bradshaw
Vice PresidentCRD 5944371
Ralph Bradshaw
Portfolio ManagerCRD 2366278
Benjamin Mollozzi
CounselCRD 6551029
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$505M in ETFs
100%
$505M
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 | $90.4M | 1,702,048 | 17.88% |
Location
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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