MBS FINANCIAL PLANNING SERVICES, INC
Legal name: CORNERSTONE CAPITAL ADVISORS
CRD #107230 SEC #801-22384 UNIONTOWN, OH 330-896-6250
SEC Registered
Total AUM
$520M
Discretionary
$520M
Employees
18
Clients
251
Accounts
1,777
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2019 | $520M | $520M | $0 | 18 | 35 |
| Mar 2019 | $520M | $520M | $0 | 18 | 35 |
| Mar 2018 | $522.1M | $522.1M | $0 | 17 | 44 |
| Sep 2017 | $472.5M | $472.5M | $0 | 17 | 500 |
| Mar 2017 | $472.5M | $472.5M | $0 | 17 | 500 |
| Jan 2017 | $534.4M | $414.5M | $120M | 17 | 500 |
| Jul 2016 | $534.4M | $414.5M | $120M | 17 | 500 |
| Mar 2016 | $534.4M | $414.5M | $120M | 17 | 500 |
| Jan 2016 | $562.7M | $384.9M | $177.8M | 16 | 400 |
| Jan 2016 | $562.7M | $384.9M | $177.8M | 16 | 400 |
| Oct 2015 | $562.7M | $384.9M | $177.8M | 16 | 400 |
| Apr 2015 | $562.7M | $384.9M | $177.8M | 15 | 400 |
| Mar 2015 | $562.7M | $384.9M | $177.8M | 15 | 400 |
| Mar 2014 | $519.4M | $345.7M | $173.8M | 13 | 400 |
| Mar 2013 | $410.5M | $273.6M | $136.9M | 12 | 400 |
| Nov 2012 | $363.9M | $237.4M | $126.5M | 11 | 300 |
| Mar 2012 | $363.9M | $237.4M | $126.5M | 6 | 300 |
| Feb 2012 | $363.9M | $237.4M | $126.5M | 6 | 300 |
| Apr 2011 | $322.6M | $211.1M | $111.5M | 10 | -- |
| Mar 2011 | $322.6M | $211.1M | $111.5M | 10 | -- |
| Jan 2010 | $264.3M | $185.7M | $78.6M | 10 | -- |
| Oct 2009 | $297M | $243.8M | $53.2M | 10 | -- |
| Oct 2009 | $297M | $243.8M | $53.2M | -- | -- |
| Feb 2009 | $297M | $243.8M | $53.2M | -- | -- |
| Feb 2008 | $369.9M | $266.8M | $103.1M | -- | -- |
| Mar 2007 | $223.4M | $223.4M | $0 | 10 | -- |
| Mar 2006 | $186.8M | $186.8M | $0 | 10 | -- |
| Jan 2005 | $137.7M | $137.7M | $0 | 10 | -- |
| Mar 2004 | $137.7M | $137.7M | $0 | 10 | -- |
DateMay 2019
Total AUM$520M
Discretionary$520M
Non-Disc.$0
Employees18
Clients35
DateMar 2019
Total AUM$520M
Discretionary$520M
Non-Disc.$0
Employees18
Clients35
DateMar 2018
Total AUM$522.1M
Discretionary$522.1M
Non-Disc.$0
Employees17
Clients44
DateSep 2017
Total AUM$472.5M
Discretionary$472.5M
Non-Disc.$0
Employees17
Clients500
DateMar 2017
Total AUM$472.5M
Discretionary$472.5M
Non-Disc.$0
Employees17
Clients500
DateJan 2017
Total AUM$534.4M
Discretionary$414.5M
Non-Disc.$120M
Employees17
Clients500
DateJul 2016
Total AUM$534.4M
Discretionary$414.5M
Non-Disc.$120M
Employees17
Clients500
DateMar 2016
Total AUM$534.4M
Discretionary$414.5M
Non-Disc.$120M
Employees17
Clients500
DateJan 2016
Total AUM$562.7M
Discretionary$384.9M
Non-Disc.$177.8M
Employees16
Clients400
DateJan 2016
Total AUM$562.7M
Discretionary$384.9M
Non-Disc.$177.8M
Employees16
Clients400
DateOct 2015
Total AUM$562.7M
Discretionary$384.9M
Non-Disc.$177.8M
Employees16
Clients400
DateApr 2015
Total AUM$562.7M
Discretionary$384.9M
Non-Disc.$177.8M
Employees15
Clients400
DateMar 2015
Total AUM$562.7M
Discretionary$384.9M
Non-Disc.$177.8M
Employees15
Clients400
DateMar 2014
Total AUM$519.4M
Discretionary$345.7M
Non-Disc.$173.8M
Employees13
Clients400
DateMar 2013
Total AUM$410.5M
Discretionary$273.6M
Non-Disc.$136.9M
Employees12
Clients400
DateNov 2012
Total AUM$363.9M
Discretionary$237.4M
Non-Disc.$126.5M
Employees11
Clients300
DateMar 2012
Total AUM$363.9M
Discretionary$237.4M
Non-Disc.$126.5M
Employees6
Clients300
DateFeb 2012
Total AUM$363.9M
Discretionary$237.4M
Non-Disc.$126.5M
Employees6
Clients300
DateApr 2011
Total AUM$322.6M
Discretionary$211.1M
Non-Disc.$111.5M
Employees10
Clients--
DateMar 2011
Total AUM$322.6M
Discretionary$211.1M
Non-Disc.$111.5M
Employees10
Clients--
DateJan 2010
Total AUM$264.3M
Discretionary$185.7M
Non-Disc.$78.6M
Employees10
Clients--
DateOct 2009
Total AUM$297M
Discretionary$243.8M
Non-Disc.$53.2M
Employees10
Clients--
DateOct 2009
Total AUM$297M
Discretionary$243.8M
Non-Disc.$53.2M
Employees--
Clients--
DateFeb 2009
Total AUM$297M
Discretionary$243.8M
Non-Disc.$53.2M
Employees--
Clients--
DateFeb 2008
Total AUM$369.9M
Discretionary$266.8M
Non-Disc.$103.1M
Employees--
Clients--
DateMar 2007
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$186.8M
Discretionary$186.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees10
Clients--