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Cornerstone Advisors LLC

Updated today

Total assets under management

$276,933,985

Total clients

58

29% high-net worth

Total advisors

5

of 7 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

12

Average account size

$4,774,724

About

Cornerstone Advisors LLC provides discretionary portfolio management, pension consulting, and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. The firm, formed in January 2023 and owned by Cornerstone Financial Network, LLC, reports several hundred million dollars in assets under management while serving a relatively small number of client relationships.

Cornerstone documents client objectives in individualized Investment Policy Statements and combines multiple analytical methods—fundamental, quantitative, technical/charting, cyclical analysis, and modern portfolio theory—to implement tailored strategies. The firm uses both long‑ and short‑term trading and may employ margin, short sales, and options, typically operating with discretionary trading authority.

Operationally, Cornerstone requires clients to custody assets with specified custodians (including Schwab Institutional, Betterment Securities, Interactive Brokers, and Altruist) and discloses that it does not aggregate or block trades across multiple client accounts. The brochure also discloses that multiple supervised persons maintain insurance licenses and other outside business activities, which the firm acknowledges and monitors as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Annuities Tax-loss harvesting Wealth management

Occupation focus

Founder/Business Owner

Fee options

Percentage

2.00%

Project-based

$150 to $250 per hour for financial planning services.

Other

Account minimum: No account minimum for any of CAL’s services

Main office location

Cornerstone Advisors LLC

4201 Shiloh Dr, Suite 1600

Fayetteville AR 72703, United States

Number of offices

2

Most active in

Arkansas · Georgia · Louisiana · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

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