CORNERSTONE ADVISORS, LLC
CRD #300891 SEC #801-114872 ASHEVILLE, NC 828-210-8184
SEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
Employees
5
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.5B | $2.5B | $0 | 5 | 0 |
| Mar 2024 | $2.3B | $2.3B | $0 | 7 | 0 |
| Mar 2023 | $2B | $2B | $0 | 5 | 0 |
| Jul 2022 | $1.9B | $1.9B | $0 | 5 | 0 |
| Mar 2022 | $1.9B | $1.9B | $0 | 5 | 0 |
| Mar 2021 | $1.2B | $1.2B | $0 | 5 | 0 |
| Mar 2020 | $1.2B | $1.2B | $0 | 5 | 0 |
| Jul 2019 | $1.3B | $1.3B | $0 | 5 | 0 |
| Jul 2019 | $1.3B | $1.3B | $0 | 5 | 0 |
| May 2019 | $1.3B | $1.3B | $0 | 5 | 0 |
| Feb 2019 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0