CORNERSTONE ADVISORS, LLC
  • CORNERSTONE ADVISORS, LLC
  • CORNERSTONE ADVISORS ASSET MANAGEMENT LLC

Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 03/25/2019
ADV Location ASHEVILLE, NC, United States
Contact Info 828 xxxxxxx
AUM* 3,040,951,014 33%
of that, discretionary 3,040,951,014 33%
Number of Employees 7
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 1,520,475,507 33%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 3B 2B 2B 1B 869M 434M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$197,626,273 % Position7.00% $ Change-7.00% # Change0.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$188,404,320 % Position7.00% $ Change-6.00% # Change0.00%
Stck Ticker02079K107 Stock NameALPHABET INC $ Position$157,320,335 % Position6.00% $ Change-19.00% # Change-12.00%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$131,657,624 % Position5.00% $ Change-18.00% # Change7.00%
Stck Ticker81369Y506 Stock NameSELECT SECTOR SPDR TR $ Position$108,806,520 % Position4.00% $ Change70.00% # Change24.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$106,765,242 % Position4.00% $ Change-14.00% # Change-4.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$71,451,622 % Position3.00% $ Change-11.00% # Change0.00%
Stck Ticker92189F676 Stock NameVANECK ETF TRUST $ Position$68,051,583 % Position3.00% $ Change36.00% # Change28.00%
Stck Ticker931142103 Stock NameWALMART INC $ Position$43,680,194 % Position2.00% $ Change13.00% # Change1.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$63,302,180 % Position2.00% $ Change5.00% # Change22.00%