Cornerstone Alternatives

2 registered advisors · 0 reported ETFs · $0 reported ETF value · $159.4M regulatory AUM

Cornerstone Alternatives is an investment adviser that files Form ADV with the SEC, with 2 registered advisors, reporting $159.4M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-03-30 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$159.4MLowTop 81%
  • Clients per advisor205HighTop 7.6%
  • Average AUM per client$388.7KLowTop 93%
  • High-net-worth share of clients100.0%Very highTop 2.0%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-03-30. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2024-03-01
SEC file number
801-129602
Form version
10/2021
Latest Form ADV filing
2026-03-30
Phone
864-202-4920
Website
http://www.cornerstonealternatives.com

Size

People and clients

Items 5.A through 5.D.

Employees
6
Registered advisors
2
Offices
3
Clients
410
Clients per advisor
205
High-net-worth share of clients
100.0%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$159,360,886
Discretionary AUM
$3,444,353
Non-discretionary AUM
$155,916,533
Total accounts
423
Average AUM per client
$388,685

Clients

Who the firm serves

Item 5.D, by reported assets.

  • High net worth individuals410 clients
    $159.4M

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Individuals and Small Businesses; Portfolio Management: Businesses or Institutional Clients
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Hourly Charges
Affiliations
Related Person Is: Sponsor or GP of Pooled Investment Vehicl

Source: SEC Form ADV filed by CRD 330043. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
Greenville, SCGreenvilleSC2
Edmonds, WAEdmondsWA1
Franklin, MIFranklinMI1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.