Cornerstone Select Advisors, LLC
Cornerstone Select Advisors, LLC is a registered investment adviser based in St. Louis, Missouri. The firm focuses on offering investment advisory and portfolio management services, primarily serving individuals (including high net worth individuals) and other investment advisers. As of May 2025, the firm manages $234 million in assets and employs 2 professionals. The firm was incorporated in Missouri and operates under SEC registration (CIK: 0002055366).
Investment Strategy
Cornerstone Select Advisors, LLC provides discretionary portfolio management, employing a diverse approach that includes direct equity and ETF investments across various sectors and asset classes. The firm draws on research-backed, goals-based planning for individual clients and advising other investment advisers. Portfolio holdings feature large cap equities, sector ETFs, and fixed income solutions, tailored by client goals and risk profiles. The philosophy emphasizes personalized, adaptable investment plans with a focus on long-term preservation and growth.
Top Holdings
Equity Positions (110)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 6.57% | $7.5M | 27,057 | $231.84 | $275.65 | +$2.7M |
N NVDA | NVIDIA CORPORATION | 4.96% | $5.6M | 35,677 | $132.92 | $157.99 | +$892.7K |
T T | AT&T INC | 3.21% | $3.7M | 126,128 | $23.05 | $28.94 | +$23.1K |
M MSFT | MICROSOFT CORP | 2.95% | $3.4M | 6,739 | $421.50 | $497.41 | +$727.0K |
A AAPL | APPLE INC | 2.95% | $3.3M | 16,314 | $250.42 | $205.17 | -$470.1K |