CRD: 138638
Cornerstone Advisors Asset Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 27, 2025 and March 26, 2026, reported AUM increased 15.3%, from $8.3B to $9.6B.
Across 5 reported observations, AUM increased 25.7% between March 28, 2022 and March 26, 2026, from $7.6B to $9.6B.
Of the latest reported AUM, 52.0% is discretionary and 48.0% is non-discretionary.
The firm reports 26 advisory representatives and 764 clients, or 29.4 clients per representative. That equates to $12.5M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Cornerstone Advisors Asset Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Cornerstone Advisors Asset Management, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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