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CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
CRD 115122File 801-61925
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$110.3M
Bottom 25% of cohort (national)
Discretionary AUM
$99.4M
Non-discretionary $10.9M
Clients
366
456 accounts
Employees
14
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 340 | 366 | increased by26 |
| Apr 1, 2026 | AUM | $88,740,867 | $110,269,757 | increased by$21,528,890 |
| Apr 1, 2026 | Accounts | 452 | 456 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 14 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 509 | 340 | decreased by169 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $94,277,901 | $88,740,867 | decreased by$5,537,034 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 503 | 452 | decreased by51 |
| Apr 1, 2022 | Clients | 530 | 509 | decreased by21 |
| Apr 1, 2022 | AUM | $75,203,178 | $94,277,901 | increased by$19,074,723 |
| Apr 1, 2022 | Accounts | 530 | 503 | decreased by27 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORNERSTONE PROFESSIONAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORNERSTONE PROFESSIONAL” may also match similarly-named firms). Confirm identity against each filing.
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.