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CORNERSTONE SELECT ADVISORS, LLC
CRD 144044File 801-113472
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$315.3M
Below cohort median (national)
Discretionary AUM
$209.0M
Non-discretionary $106.3M
Clients
344
790 accounts
Employees
4
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 21, 2018
- Principal office
- 13171 OLIVE BOULEVARD, SUITE 302, ST. LOUIS, MO, 63141
- Phone
- 314-862-5155
- Website
- HTTPS://WWW.CSASTL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $315.3M
- Discretionary AUM
- $209.0M
- Non-discretionary AUM
- $106.3M
- Discretionary accounts
- 675
- Non-discretionary accounts
- 115
- Total accounts
- 790
- AUM per client
- $917K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $621K |
| Other investment advisers | 140 | $179.3M |
| High net worth individuals | 40 | $96.7M |
| Pension and profit sharing plans | Fewer than 5 | $1.2M |
| Individuals (other than high net worth individuals) | 164 | $37.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- 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- Q11
- Q11D2
- Q11D4
- Q11D5
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.