CRD: 138638
Cornerstone Advisors Asset Management, LLC
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2006
- Office Locations
- 1
Office Locations
About Cornerstone Advisors Asset Management, LLC
Cornerstone Advisors Asset Management is an independent investment consulting firm providing institutional consulting and individualized advice to institutions and wealthy families. The team focuses on portfolio construction, asset allocation, and risk management, with planning support such as tax and philanthropic strategies. Broker-dealer services are offered through M Holdings Securities/M Financial Group, and the firm cites 97% client retention and 30+ years of experience.
Team overview
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Investment Themes
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Owner & Executives
MALCOLM LEE COWEN
Advisor, DIRECTOR, Manager
- CRD
- #1013493
- Ownership
- Less than 5%
KEVIN (NMN) KARPUK
Chief Executive Officer, Manager
- CRD
- #4442939
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Derrick K Angradi
Director, Retirement Plan Consulting
- CRD
- #5854588
WHITNEY ROSE BATES
Investment Analyst
- CRD
- #6378178
Showing 2 of 25 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,981,239,031 | $2,849,679 |
| Non-Discretionary | $4,590,534,801 | $27,991,066 |
| Total | $9,571,773,832 | $5,006,158 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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