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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRADSHAW, DANIEL, WILLIAM | I | VICE PRESIDENT | NA | Control |
| BRADSHAW, DANIEL, WILLIAM | I | VICE PRESIDENT | NA | Control |
| BRADSHAW, DANIEL, WILLIAM | I | VICE PRESIDENT | NA | Control |
| BRADSHAW, DANIEL, WILLIAM | I | VICE PRESIDENT | NA | Control |
| BRADSHAW, DANIEL, WILLIAM | I | VICE PRESIDENT | NA | Control |
| BRADSHAW, DANIEL, WILLIAM | I | VICE PRESIDENT | NA | Control |
| BRADSHAW, DANIEL, WILLIAM | I | VICE PRESIDENT | NA | Control |
| BRADSHAW, DANIEL, WILLIAM | I | VICE PRESIDENT | NA | Control |
| BRADSHAW, DANIEL, WILLIAM | I | VICE PRESIDENT | NA | Control |
| BRADSHAW, DANIEL, WILLIAM | I | VICE PRESIDENT | NA | Control |
| BRADSHAW, DANIEL, WILLIAM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRADSHAW, RALPH | I | PRESIDENT | NA | Control |
| BRADSHAW, RALPH | I | PRESIDENT | NA | Control |
| BRADSHAW, RALPH | I | PRESIDENT | NA | Control |
| BRADSHAW, RALPH | I | PRESIDENT | NA | Control |
| BRADSHAW, RALPH | I | PRESIDENT | NA | Control |
| BRADSHAW, RALPH | I | PRESIDENT | NA | Control |
| BRADSHAW, RALPH | I | PRESIDENT | NA | Control |
| BRADSHAW, RALPH | I | PRESIDENT | NA | Control |
| BRADSHAW, RALPH | I | PRESIDENT | NA | Control |
| BRADSHAW, RALPH | I | PRESIDENT | NA | Control |
| BRADSHAW, RALPH | I | PORTFOLIO MANAGER | NA | Control |
| Bradshaw, Joshua, Grant | I | VICE PRESIDENT | NA | Control |
| Bradshaw, Joshua, Grant | I | VICE PRESIDENT | NA | Control |
| Bradshaw, Joshua, Grant | I | VICE PRESIDENT | NA | Control |
| Bradshaw, Joshua, Grant | I | VICE PRESIDENT | NA | Control |
| Bradshaw, Joshua, Grant | I | VICE PRESIDENT | NA | Control |
| Bradshaw, Joshua, Grant | I | VICE PRESIDENT | NA | Control |
| Bradshaw, Joshua, Grant | I | VICE PRESIDENT | NA | Control |
| Bradshaw, Joshua, Grant | I | VICE PRESIDENT | NA | Control |
| Bradshaw, Joshua, Grant | I | VICE PRESIDENT | NA | Control |
| Bradshaw, Joshua, Grant | I | VICE PRESIDENT | NA | Control |
| Bradshaw, Joshua, Grant | I | CEO | NA | Control |
| MCNABB, RACHEL, LEANNE | I | CCO | NA | |
| MCNABB, RACHEL, LEANNE | I | CCO | NA | |
| MCNABB, RACHEL, LEANNE | I | CCO | NA | |
| MCNABB, RACHEL, LEANNE | I | CCO | NA | |
| MCNABB, RACHEL, LEANNE | I | CCO | NA | |
| MCNABB, RACHEL, LEANNE | I | CCO | NA | |
| MCNABB, RACHEL, LEANNE | I | CCO | NA | |
| MCNABB, RACHEL, LEANNE | I | CCO | NA | |
| MCNABB, RACHEL, LEANNE | I | CCO | NA | |
| MCNABB, RACHEL, LEANNE | I | CFO | NA | |
| MOLLOZZI, BENJAMIN, VOGT | I | CCO | NA | |
| MOLLOZZI, BENJAMIN, VOGT | I | CCO | NA | |
| PETERS, HOYT, MEREDITH | I | VICE PRESIDENT | NA | |
| PETERS, HOYT, MEREDITH | I | VICE PRESIDENT | NA | |
| PETERS, HOYT, MEREDITH | I | VICE PRESIDENT | NA | |
| PETERS, HOYT, MEREDITH | I | VICE PRESIDENT | NA | |
| PETERS, HOYT, MEREDITH | I | VICE PRESIDENT | NA | |
| PETERS, HOYT, MEREDITH | I | VICE PRESIDENT | NA | |
| PETERS, HOYT, MEREDITH | I | VICE PRESIDENT | NA | |
| THE CORNERSTONE TRUST DTD 1/29/2019 | DE | SOLE MEMBER/MANAGER | E | Control |
| THE CORNERSTONE TRUST DTD 1/29/2019 | DE | SOLE MEMBER/MANAGER | E | Control |
| THE CORNERSTONE TRUST DTD 1/29/2019 | DE | SOLE MEMBER/MANAGER | E | Control |
| THE CORNERSTONE TRUST DTD 1/29/2019 | DE | SOLE MEMBER/MANAGER | E | Control |
| THE CORNERSTONE TRUST DTD 1/29/2019 | DE | SOLE MEMBER/MANAGER | E | Control |
| THE CORNERSTONE TRUST DTD 1/29/2019 | DE | SOLE MEMBER/MANAGER | E | Control |
| THE CORNERSTONE TRUST DTD 1/29/2019 | DE | SOLE MEMBER/MANAGER | E | Control |
| THE CORNERSTONE TRUST DTD 1/29/2019 | DE | SOLE MEMBER/MANAGER | E | Control |
| THE CORNERSTONE TRUST DTD 1/29/2019 | DE | SOLE MEMBER/MANAGER | E | Control |
| THE CORNERSTONE TRUST DTD 1/29/2019 | DE | SOLE MEMBER/MANAGER | E | Control |
| THE CORNERSTONE TRUST DTD 1/29/2019 | DE | SOLE MEMBER/MANAGER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BRADSHAW, CALEB, R | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, CALEB, R | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, CALEB, R | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, CALEB, R | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, CALEB, R | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, CALEB, R | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, CALEB, R | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, CALEB, R | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, CALEB, R | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, CALEB, R | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, DANIEL, WILLIAM | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, DANIEL, WILLIAM | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, DANIEL, WILLIAM | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, DANIEL, WILLIAM | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, DANIEL, WILLIAM | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, DANIEL, WILLIAM | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, DANIEL, WILLIAM | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, DANIEL, WILLIAM | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, DANIEL, WILLIAM | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, DANIEL, WILLIAM | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, RALPH | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, RALPH | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, RALPH | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, RALPH | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, RALPH | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, RALPH | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, RALPH | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, RALPH | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, RALPH | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| BRADSHAW, RALPH | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Deborah, Bell | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Deborah, Bell | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Deborah, Bell | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Deborah, Bell | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Deborah, Bell | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Deborah, Bell | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Deborah, Bell | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Deborah, Bell | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Deborah, Bell | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Deborah, Bell | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Joshua, Grant | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Joshua, Grant | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Joshua, Grant | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Joshua, Grant | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Joshua, Grant | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Joshua, Grant | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Joshua, Grant | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Joshua, Grant | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Joshua, Grant | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
| Bradshaw, Joshua, Grant | I | THE CORNERSTONE TRUST DTD 1/29/2019 | F | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (1)
NC
Address
1075 HENDERSONVILLE RDSUITE 250
ASHEVILLE, NC 28803
United States
Phone: 828-210-8184