Cornerstone Asset Advisors Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$69,063,483
Clients
31
84% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
TypicalAverage account size
$2,227,854
About
Cornerstone Asset Advisors Inc. provides discretionary asset management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities. The firm typically works with a small client base and generally requires an account minimum of around $1 million while offering ongoing portfolio management and tailored financial plans.
The firm’s investment process blends fundamental and technical analysis to establish asset allocation, select securities, and implement trading decisions under discretionary authority with periodic monitoring and rebalancing. In addition to standard long‑ and short‑term strategies, Cornerstone may employ derivatives in separately managed accounts—specifically option writing and spreading strategies—which is uncommon among independent, solo‑advisor firms.
As a single‑advisor practice managing a concentrated pool of client assets, Cornerstone emphasizes advisor‑led reviews conducted at least quarterly. The firm uses institutional custody and trading services provided by a major custodian and does not routinely vote client proxies, instead leaving proxy voting to clients while offering recommendations if assistance is requested.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
$250 per hour for financial planning services
Account minimum: $1,000,000
Main office location
Cornerstone Asset Advisors Inc.
Solana Beach CA, United States
Number of offices
1
Most active in
Cornerstone Asset Advisors Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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