Cornerstone Advisors, LLC
● SEC registered since 2019CRD 300891SEC# 801-114872Asheville, NC
Reg. AUM
$3.04B
Employees
7
Accounts
2
Location
Asheville, NC
Cornerstone Advisors, LLC assets under management
Cornerstone Advisors, LLC is a registered investment adviser overseen by the SEC based in Asheville, NC. The firm has been registered since 2019. It reports $3 billion in regulatory assets under management and employs 7 people.
Cornerstone Advisors, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Vogt Mollozzi | Cco | Under 5% | 2024 |
| Daniel William Bradshaw Control | Portfolio Manager | Under 5% | 2025 |
| Hoyt Meredith Peters | Vice President | Under 5% | 2019 |
| Joshua Grant Bradshaw Control | Ceo | Under 5% | 2025 |
| Nicholas Ryan Birk | Chief Investment Officer | Under 5% | 2025 |
| Ralph Bradshaw Control | Portfolio Manager | Under 5% | 2019 |
| The Cornerstone Trust Dtd 1/29/2019 Control | Sole Member/Manager | Over 75% | 2019 |
| Caleb R Bradshaw Control | Trustee | — | 2019 |
| Daniel William Bradshaw Control | Trustee | — | 2019 |
| Deborah Bell Bradshaw Control | Trustee | — | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Cornerstone Advisors, LLC manage?
Cornerstone Advisors, LLC reports $3 billion 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 Asheville, NC and has been SEC-registered since 2019.
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 | 1075 Hendersonville Rd, Suite 250, Asheville, NC 28803 |
| Phone | 828-210-8184 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1775446 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.04B▲ 20%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$3.04Bregulatory AUM
Discretionary $3.04B