Cornerstone Advisors, LLC
Firm details
- Headquarters
- Asheville, North Carolina
- CRD number
- 300891
- Registered since
- March 25, 2019
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Cornerstone Advisors, LLC is an institutional registered investment adviser that provides portfolio management services for investment companies. The firm is SEC-registered (registration year 2019) and charges fees based on a percentage of assets under management. Its client base is institutional, and regulatory and reporting fields indicate it is not positioned as a capital allocator or pension consultant. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
ETF holdings
1 of 6Active vs passive
$472M in ETFs
100%
$472M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE) | State Street | Passive | Equity Energy | $105M | 1,702,048 | 22.17% |
Location
Asheville, NC
Buncombe
Location
Asheville, NC
Headquartered in Asheville, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.
- Metro area
- Asheville-Marion-Brevard, NC
- Region
- South
- County
- Buncombe
- Address
- 1075 Hendersonville Rd
- Time zone
- ET (UTC-5)
- Office locations
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