OVERLAND PARK, KSCRD 140379Latest ADV April 1, 2026
Cornerstone Securities LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated April 1, 2026, reports $210M in regulatory assets under management, 10 employees, 3 offices, and 1,246 accounts.
Assets Under Management
$210M
Employees
10
Offices
3 offices
Total Clients
900
Primary office
OVERLAND PARK, KS
6710 W 121ST ST, SUITE 200, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.2% of total clients.
Top client categories% of clientsClients
1
Individuals
90.2%
812
2
HNWI
9.8%
88
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$210Mas of April 1, 2026
Discretionary100.0%
$210M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$210M
Total Accounts1,246
10Y AUM Change+$85M (+68.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee90:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.