| Name | Title | Ownership | Since |
|---|---|---|---|
| Cornerstone Financial Network, LLC Control | Managing Member | Over 75% | 2023 |
| John Cameron Savard Control | Chief Compliance Officer/Operations Manager | Under 5% | 2025 |
| Donna Frances Cozart | Member | 25-50% | 2023 |
Cornerstone Advisors LLC reports $276.9 million in regulatory assets under management on its Form ADV.
Cornerstone Advisors LLC reports 5 employees.
Cornerstone Advisors LLC is based in Fayetteville, AR and has been SEC-registered since 2024.
Cornerstone Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4201 Shiloh Dr, Suite 1600, Fayetteville, AR 72703 |
| Phone | 501-943-7132 |
| Fax | 501-943-7279 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $265.2M |
| Non-discretionary | $11.7M |
| Total (RAUM) | $276.9M |