CORNERSTONE SELECT ADVISORS, LLC

RIASEC RegisteredEst. 2018

Total AUM

$315M

Discretionary

$209M

66% of AUM

Avg account

$399K

Accounts

790

Employees

Advisory reps

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 144044
Registered since: June 21, 2018
Website: csastl.com
Custodians: CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM
Client types: Other Investment Advisers56.85%
HNWI30.68%
Individuals11.89%
Pension & Profit Sharing Plans0.37%
Corporations / Businesses0.2%
Services: Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cornerstone Select Advisors, LLC is an SEC-registered limited liability company (registered in 2018) that serves both individual/family and institutional clients. The firm is owner-operated and charges fees as a percentage of assets under management. Its business mix includes insurance brokerage and advisory services that emphasize portfolio management for individuals and small businesses, along with educational seminars and workshops. Cornerstone is not registered as a multi-state adviser and does not identify as an active ESG investor. It is not positioned as a capital allocator; instead, it deploys client assets through managed portfolios and third-party fund relationships.