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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 246 | 344 | increased by98 |
| Apr 1, 2026 | AUM | $234,036,242 | $315,301,456 | increased by$81,265,214 |
| Apr 1, 2026 | Accounts | 465 | 790 | increased by325 |
| Feb 1, 2026 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 2 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 261 | 246 | decreased by15 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $194,397,911 | $234,036,242 | increased by$39,638,331 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 431 | 465 | increased by34 |
| Mar 1, 2022 | Clients | 227 | 261 | increased by34 |
| Mar 1, 2022 | AUM | $178,646,000 | $194,397,911 | increased by$15,751,911 |
| Mar 1, 2022 | Accounts | 227 | 431 | increased by204 |
| 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 SELECT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORNERSTONE SELECT” 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.