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CORNERSTONE ADVISORS LLC
CRD 325163File 801-130418
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.2M
Bottom 25% of cohort (national)
Discretionary AUM
$2.2M
Non-discretionary $4.9M
Clients
71
71 accounts
Employees
6
Bottom 25% of cohort in AR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 5, 2024
- Principal office
- 4201 SHILOH DR, SUITE 1600, FAYETTEVILLE, AR, 72703
- Phone
- 501-943-7132
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.2M
- Discretionary AUM
- $2.2M
- Non-discretionary AUM
- $4.9M
- Discretionary accounts
- 49
- Non-discretionary accounts
- 22
- Total accounts
- 71
- AUM per client
- $101K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 71 | $7.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 |
|---|---|---|---|
| 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.