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Cornerstone Advisors, LLC

● SEC registered since 2019CRD 300891SEC# 801-114872Asheville, NC
Export (members)
Reg. AUM
$2.53B
Employees
5
Accounts
2
Location
Asheville, NC

Cornerstone Advisors, LLC assets under management

Cornerstone Advisors, LLC is a registered investment adviser overseen by the SEC based in Asheville, NC. The firm has been registered since 2019. It reports $2.5 billion in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Cornerstone Advisors, LLC owners & executives

11 reported
NameTitleOwnershipSince
Benjamin Vogt MollozziCcoUnder 5%2024
Daniel William Bradshaw ControlChief Investment OfficerUnder 5%2019
Hoyt Meredith PetersVice PresidentUnder 5%2019
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Frequently asked questions

How much does Cornerstone Advisors, LLC manage?

Cornerstone Advisors, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Advisors, LLC have?

Cornerstone Advisors, LLC reports 5 employees.

Where is Cornerstone Advisors, LLC located?

Cornerstone Advisors, LLC is based in Asheville, NC and has been SEC-registered since 2019.

Does Cornerstone Advisors, LLC disclose fund performance?

Cornerstone Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1075 Hendersonville Rd, Suite 250, Asheville, NC 28803
Phone828-210-8184
Office hours9a.m.-5p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1775446
Discloses disciplinary historyNo

Assets under management

Discretionary$2.53B
Non-discretionary$0
Total (RAUM)$2.53B