Cornerstone Advisors provides portfolio management for investment companies.
Cornerstone Advisors reports 2 investment companies. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($3.04B across 2 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 2 | $3.04B | 100.0% | $1.52B |
| Total | 2 | $3.04B | 100% | $1.52B |
- Clients
- 2
- Regulatory AUM
- $3.04B
- AUM share
- 100.0%
- Avg. per client
- $1.52B
Total
- Clients
- 2
- Regulatory AUM
- $3.04B
- AUM share
- 100%
- Avg. per client
- $1.52B
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Cornerstone Advisors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
The Cornerstone Trust DTD 1/29/2019 owns 75% or more of Cornerstone Advisors. The leadership team of Cornerstone Advisors includes President Hoyt Peters and Chief Investment Officer Nicholas Birk. It has 7 employees.
Leadership
- Hoyt PetersVice President
- Nicholas BirkChief Investment Officer
- Joshua BradshawCEO
- Ralph BradshawPortfolio Manager
- Daniel BradshawPortfolio Manager
- Benjamin MollozziCCO
Staff
- 7 employees
- 7 in advisory functions
- Owns 75% or more of Cornerstone Advisors, LLC
The Cornerstone Trust DTD 1/29/2019
Control person · since January 2019
Ralph Bradshaw
Trustee · Control person · since January 2019
Joshua Bradshaw
Trustee · Control person · since January 2019
Daniel Bradshaw
Trustee · Control person · since January 2019
Deborah Bradshaw
Trustee · Control person · since January 2019
Caleb Bradshaw
Trustee · Control person · since January 2019
Cornerstone Advisors’ regulatory assets grew 2.6× from $1.16B (March 2021) to $3.04B (March 2026); clients were 2 in both filings and employees rose from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $3.04B | 2 | 7 | 1 |
| March 2025 | $2.53B | 2 | 5 | 1 |
| March 2024 | $2.29B | 2 | 7 | 1 |
| March 2023 | $2.04B | 2 | 5 | 1 |
| July 2022 | $1.85B | 2 | 5 | 1 |
| March 2021 | $1.16B | 2 | 5 | 1 |
Besides its headquarters, Cornerstone Advisors has 0 offices, with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 1075 Hendersonville RD, Suite 250, AshevilleHQ
Contact and registration details
- Legal name
- Cornerstone Advisors, LLC
- Headquarters
- 1075 Hendersonville RD, Suite 250, Asheville, NC 28803
- Website
- cornerstoneadvisors.com
- Phone
- 828-210-8184
- SEC file
- 801-114872
- Structure
- North Carolina LLC
- Fiscal year end
- December
Cornerstone Advisors does not have custody of client assets.
Cornerstone Advisors’ reported 13F holdings for the quarter ended 30 June 2026 total $3.04B across 112 positions; the largest are Nvidia Corporation (7.8%), Apple Inc. (6.9%) and Alphabet Inc. (6.4%).
Reported 13F holdings
- $3.04B
- Reported 13F value
- 112
- Positions
- 41.8%
- In the 10 largest
- +11.7%
- Value vs. prior quarter
- Nvidia Corporation7.8%
- Apple Inc.6.9%
- Alphabet Inc. · Cap Stk CL C6.4%
- Microsoft Corp.4.4%
- Amazon Com Inc.4.0%
- Broadcom Inc.3.0%
- Select Sector SPDR TR · ST Str Energ ETF3.0%
- Micron Technology Inc.2.3%
- Meta Platforms Inc. · CL A2.1%
- Eli Lilly & CO2.0%
Together, the ten largest are 41.8% of reported value.
How many clients does Cornerstone Advisors have?
Cornerstone Advisors has 2 clients and manages $3.04 billion for them, as of March 2026. They include 2 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Cornerstone Advisors offer?
Cornerstone Advisors provides portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Cornerstone Advisors have?
Cornerstone Advisors has 0 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Cornerstone Advisors?
Cornerstone Advisors’ direct owner is the Cornerstone Trust DTD 1/29/2019 (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Cornerstone Advisors get paid?
Cornerstone Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cornerstone Advisors?
Cornerstone Advisors’ main office is at 1075 Hendersonville RD, Suite 250, Asheville, NC 28803. Its phone number is 828-210-8184. Its website is cornerstoneadvisors.com.