CORNERSTONE ASSET ADVISORS INC.

CORNERSTONE ASSET ADVISORS INC. is an SEC-registered investment adviser (CRD 281865). Regulatory assets under management: $69.1M.

Registration

• CRD: 281865
• Type: Registered investment adviser
• Phone: 760-277-1471
• Latest filing: 2026-02-02
• Regulatory AUM: $69.1M
• Discretionary AUM: $69.1M
• Clients: 1
• Accounts: 101

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281865 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search