C
CRD: 325163
Cornerstone Advisors LLC
Fayetteville, AR, 72703
5019437132
$7.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
7 Employees
71 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2023
- Office Locations
- 2
Office Locations
4201 Shiloh DR Suite 1600 Fayetteville AR
-- Conway AR
About Cornerstone Advisors LLC
Cornerstone Advisors LLC is a Fayetteville-based RIA with 2 offices. The firm has been operating for 3 years. Managing $7.2M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
51 AVG AGE
$1.0M AVG AUM / ADVISOR
$101.1K AVG AUM / CLIENT
1.1 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Ridge legacy Element
Investment Themes
Vital vector Zenith vital
Investment Vehicles
Alpha
Services
Ember horizon North alpha Quantum harbor Capital Alpha frontier Frontier Bridge
Owner & Executives
H
HORACE MICHAEL COZART
Chief Compliance Officer
- CRD
- #1904476
- Ownership
- Less than 5%
(532) 601-4986
meridian.wave@zenithcapital.com
in linkedin.com/in/delta-prime
Showing 1 of 1 owners & executives
Unlock allContacts
D
DANIEL BRIAN CUNINGHAM
--
- CRD
- #1296388
(661) 462-2645
frontier.bridge@focuscapital.com
in linkedin.com/in/optima-north
BOBBY ALVIN PARKS
Managing Partner\
- CRD
- #5138701
(304) 972-8222
beacon.focus@wavecapital.com
in linkedin.com/in/unison-quantum
V
Vertex atlas
Ridge frontier
- CRD
- #88133
(232) 921-2893
element.glacier@beaconcapital.com
in linkedin.com/in/timber-horizon
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,234,931 | $45,611 |
| Non-Discretionary | $4,946,599 | $224,845 |
| Total | $7,181,530 | $101,148 |
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Separately Managed Accounts
Total SMA Asset: $7,181,530
Public Funds:
46.4% Equity - Exchange:
9.0% Cash:
44.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,230,498,751 | 46.4% |
| Equity - Exchange | $432,639,844 | 9.0% |
| Cash | $2,143,970,783 | 44.6% |
| Total | $4,807,109,378 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK ATLAS | ALPHA RADIAL | XZXWPM0G8 | MLMJ | 4.74% | $119,809,244 |
| HARBOR CATALYST PEAK | HARBOR FRONTIER | J87RI8V4N | AJP | 10.92% | $24,194,591 |
| BRIDGE NORTH PATHWAY | BEACON FOUNDATION | LHW3F2KV9 | FWDAS | 8.66% | $47,161,645 |
| PRIME FOCUS | RADIAL UNISON | MMV8VSE6D | QAZ | 9.61% | $24,274,275 |
| SIGNAL INSIGHT VALUE | HORIZON NORTH | ZNQ2CJ9GX | QUAHO | 0.99% | $41,561,200 |
| FRONTIER SUMMIT QUANTUM | LEGACY PRIME | WPJN1KHI8 | JIM | 4.04% | $50,674,792 |
| EAGLE SIGNAL | GLACIER VITAL | RHMVEFAZ8 | GSOP | 6.79% | $104,602,888 |
| QUANTUM NORTH GLACIER | VERTEX ATLAS | BA5RIZQEW | NBTQ | 0.99% | $58,926,035 |