CORNERSTONE SELECT ADVISORS, LLC
Adviser information for CORNERSTONE SELECT ADVISORS, LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 459 | $211.0M |
| Non-Discretionary | 0 | $0 |
| Total | 459 | $211.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 41 | $9.8M |
| HNW Individuals | 12 | $41.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.5M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 194 | $158.7M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-113472 |
|---|---|
| SEC ERA File Number | 801-113472 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 144044 |
| Legal Entity Identifier | None |
Principal Office
13171 OLIVE BOULEVARDSUITE 302
ST. LOUIS
MO
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 314-862-5155, Fax: 314-446-0148
Websites
Chief Compliance Officer
GERY SADZEWICZ
5205 BROOKSHIRE ESTATES DRIVE
PLAINFIELD
MO
United States
Tel:
815-782-1250
G***@*************************M
(Full email address available in API data)
Regulatory Contact
DOYLE GUSTUS
MANAGING MEMBER
13171 OLIVE BOULEVARD
ST. LOUIS
MO
United States
Tel:
314-862-5155
Fax:
314-446-0148
D******@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GUSTUS, DOYLE, EDWIN | Individual | – | MANAGING MEMBER | 10/2009 | > 75% |
| SADZEWICZ, GERY, JOSEPH | Individual | – | CCO | 10/2009 | < 5% |
| GUSTUS, BYRON, WADE | Individual | – | CHIEF FINANCIAL OFFICER | 02/2022 | < 5% |