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Cornerstone Securities LLC

Cornerstone Securities LLC. CRD 140379

C

CRD: 140379

Cornerstone Securities LLC

Overland Park, KS, 66209
9135385483
$210.0M Total AUM
$210.0M Disc. AUM
-- 3Y CAGR
10 Employees
900 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Ember northPrime +more
Established Date
04-24-2006
Office Locations
7

Office Locations

1845 E. Rand RD STE 103 Arlington Heights IL
6710 W 121st ST Suite 200 Overland Park KS
6901 Shawnee Mission Pkwy Suite 200 Overland Park KS

About Cornerstone Securities LLC

TJ Stearns Financial Planning helps individuals and families plan for retirement with a tailored roadmap—covering financial planning, investment strategy, insurance guidance, and ongoing monitoring and adjustments to manage risk. The firm also publishes retirement education through the “Protect and Grow” podcast and the book “Solving the Modern Retirement Riddle,” reflecting an advice-led, retirement-focused practice.

Team overview

52 AVG AGE
$21.0M AVG AUM / ADVISOR
$233.3K AVG AUM / CLIENT
7.2 yrs AVG TENURE
10 Employees
10 Advisory Reps
10 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Foundation summit Bridge ridge Alpha

Client Personas

Unison

Custodian

Element Insight frontier Vertex

Investment Themes

Vector crest Glacier Value timber Insight Alpha

Investment Vehicles

Meridian

Services

Momentum eagle Catalyst Legacy Summit foundation Vertex bridge Capital Vital Horizon Fusion Fusion quantum

Technology

Vector delta Vector Quantum alpha Foundation catalyst

Owner & Executives

R

RUSSELL EDWARD FIEGER

Chief Compliance Officer, Chief Executive Officer

CRD
#4122326
Ownership
75% or more
(515) 929-5536
beacon.value@focuscapital.com
in linkedin.com/in/optima-insight

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Contacts

D

DENNUS KYLE BRADLEY COOPER

--

CRD
#2476687
(982) 368-2328
radial.quantum@momentumcapital.com
in linkedin.com/in/radial-crest
M

Mason Carhart

--

CRD
#7419795
(234) 841-2758
matrix.glacier@radialcapital.com
in linkedin.com/in/signal-zenith
C

Catalyst north

Unison eagle

CRD
#59056
(240) 554-9883
summit.insight@bridgecapital.com
in linkedin.com/in/atlas-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-14-2020
03-25-2021
03-30-2022
10-16-2025
04-01-2026
Category Assets AVG. Account size
Discretionary $210,000,000 $168,539
Non-Discretionary $0 --
Total $210,000,000 $168,539

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Separately Managed Accounts

Total SMA Asset: $210,000,000

$210.0M Total SMA
Equity - Exchange:
13.9%
Cash:
11.6%
U.S. Government/Agency:
7.1%
Corporate - Investment Grade:
17.1%
Corporate - Non-Investment Grade:
25.9%
Municipal Bonds:
24.4%
Asset class Assets Assets %
Equity - Exchange $816,498,797 13.9%
Cash $681,394,680 11.6%
U.S. Government/Agency $417,060,537 7.1%
Corporate - Investment Grade $1,004,469,743 17.1%
Corporate - Non-Investment Grade $1,521,389,845 25.9%
Municipal Bonds $1,433,278,465 24.4%
Total $5,874,092,067 100.0%

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