CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

CRD 115122File 801-61925

APPROVED

Retail clients

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$110.3M

Bottom 25% of cohort (national)

Discretionary AUM

$99.4M

Non-discretionary $10.9M

Clients

366

456 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jul 26, 2002
Principal office: 9 ENDO BLVD., GARDEN CITY, NY, 11530
Phone: 516-408-1160
Website: HTTP://WWW.CPASLLC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $110.3M
Discretionary AUM: $99.4M
Non-discretionary AUM: $10.9M
Discretionary accounts: 442
Non-discretionary accounts: 14
Total accounts: 456
AUM per client: $301K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	26	$50.9M
Pension and profit sharing plans	14	$10.9M
Individuals (other than high net worth individuals)	326	$48.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — SELECTION OF OTHER ADVISORS
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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.