CORNERSTONE SECURITIES LLC
Firm details
- Headquarters
- OVERLAND PARK, Kansas
- CRD number
- 140379
- Registered since
- June 20, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals56.1%
- HNWI43.9%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Cornerstone Securities LLC is an independent RIA structured as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of external advisers. It also operates as an insurance broker and uses a mix of fee models (ad valorem AUM fees, hourly charges, and fixed fees). Cornerstone identifies itself as a capital allocator and is not an active ESG investor. The firm is listed as SEC-registered in 2025 and reports it is not a multistate adviser. It does not describe pension consulting or related-adviser activities.
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
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents12%
- US Government Bonds10%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2BRIAN TAYLOR
President, CEOCRD 4337776
RUSSELL FIEGER
CEOCRD 4122326
Contacts
3 of 8Steven Stratton
Investment Advisor RepresentativeCRD 1368111
BART SPACHEK
founder and directorCRD 5065019
JON FERGUSON
Investment Advisor RepresentativeCRD 4619256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OVERLAND PARK, KS
JOHNSON
Location
OVERLAND PARK, KS
Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 6710 W 121st St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
INSIGHT FINANCIAL SERVICES
RIAOVERLAND PARK, KS
CABIN ADVISORS, LLC
RIAOVERLAND PARK, KS
DEMARCHE
RIAOVERLAND PARK, KS
FREESTATE ADVISORS LLC
RIAOVERLAND PARK, KS
BALANCED FINANCIAL PLANNING, INC.
RIAOVERLAND PARK, KS
TYR CAPITAL ADVISORS, LLC
RIAOVERLAND PARK, KS