Cornerstone Portfolio Research

RIASEC RegisteredEst. 2021

Total AUM

$444M

Discretionary

$444M

100% of AUM

Avg account

$332K

Accounts

1,338

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 315130
Registered since: June 25, 2021
Website: cornerstoneportfolioresearch.com
Custodians: CHARLES SCHWAB & CO., INC., CAPITOL FEDERAL SAVINGS BANK
Fee structure: Percentage of AUM, Fixed Fees
Client types: Other Investment Advisers100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cornerstone Portfolio Research LLC is an SEC-registered institutional RIA organized as a limited liability company. The firm registered with the SEC in 2021 and is owned by an individual. It positions itself as a capital allocator serving primarily institutional clients and charges either a percentage of assets under management or fixed fees. Advisory services listed include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. The firm does not report itself as an active ESG investor.