Cornerstone Advisors LLC
● SEC registered since 2024CRD 325163SEC# 801-130418Fayetteville, AR
Reg. AUM
$7.2M
Employees
7
Accounts
71
Location
Fayetteville, AR
Cornerstone Advisors LLC assets under management
Cornerstone Advisors LLC is a registered investment adviser overseen by the SEC based in Fayetteville, AR. The firm has been registered since 2024. It reports $7.2 million in regulatory assets under management and employs 7 people.
Cornerstone Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cornerstone Financial Network, LLC Control | Managing Member | Over 75% | 2023 |
| Horace Michael Cozart | Chief Compliance Officer | Under 5% | 2025 |
| Donna Frances Cozart | Member | 25-50% | 2023 |
Frequently asked questions
How much does Cornerstone Advisors LLC manage?
Cornerstone Advisors LLC reports $7.2 million in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Advisors LLC have?
Cornerstone Advisors LLC reports 7 employees.
Where is Cornerstone Advisors LLC located?
Cornerstone Advisors LLC is based in Fayetteville, AR and has been SEC-registered since 2024.
Does Cornerstone Advisors LLC disclose fund performance?
Cornerstone Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4201 Shiloh Dr, Suite 1600, Fayetteville, AR 72703 |
| Phone | 501-943-7132 |
| Fax | 501-943-7279 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$7.2M▼ 97%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$7.2Mregulatory AUM
Discretionary $2.2MNon-discretionary $4.9M