Cornerstone Asset Management, LLC

Overview

Cornerstone Asset Management, LLC is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm serves a narrow client footprint focused on individuals and families, delivering financial planning and portfolio management for individuals and small businesses. Its advisory model is predominantly discretionary: nearly all client assets are managed under discretion, and the firm charges a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity is concentrated in pooled public investment vehicles—primarily mutual funds and other public funds—rather than direct individual equities or broad institutional mandates. Cornerstone does not position itself as an ESG-focused manager, nor does it operate as a multi-state adviser or pension consultant. Given the firm’s scale, it functions as a boutique adviser that leans on third-party managers and packaged products to construct client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices