CORNERSTONE ADVISORS

Legal name: CORNERSTONE ADVISORS, LLC

CRD 114510File 801-110649

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$265.1M

Below cohort median (national)

Discretionary AUM

$240.1M

Non-discretionary $25.0M

Clients

470

1,139 accounts

Employees

Below cohort median in KS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jun 23, 2017
Principal office: 6540 SW 10TH AVENUE, TOPEKA, KS, 66615
Phone: 785-273-2685
Website: HTTP://CSTONEGROUP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $265.1M
Discretionary AUM: $240.1M
Non-discretionary AUM: $25.0M
Discretionary accounts: 1,016
Non-discretionary accounts: 123
Total accounts: 1,139
AUM per client: $564K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$753K
Charitable organizations	Fewer than 5	$6
High net worth individuals	100	$185.2M
Pension and profit sharing plans	Fewer than 5	$12K
Individuals (other than high net worth individuals)	364	$79.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.