Cornerstone Securities LLC

Overview

Cornerstone Securities LLC operates as an independent registered investment adviser with individual ownership and a client focus on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third‑party advisers on clients’ behalf. It also functions as an insurance broker, which aligns with its use of annuity products alongside advisory services. Cornerstone reports being a capital allocator and is fee‑flexible—charging a percentage of assets under management as well as offering hourly and fixed‑fee arrangements. The firm is recorded as SEC‑registered in 2025 and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices