# Cornerstone Professional Advisor Services, LLC

> Cornerstone Professional Advisor Services, LLC is an SEC-registered investment advisory firm in Garden City, NY, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 115122
- Filed as: CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Garden City, NY
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115122
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-professional-advisor-services-llc-garden-city-ny-115122

## Quick answers

**How is Cornerstone Professional Advisor Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cornerstone Professional Advisor Services, LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Cornerstone Professional Advisor Services, LLC located?**
Cornerstone Professional Advisor Services, LLC's principal office is in Garden City, NY, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Cornerstone Professional Advisor Services, LLC registered with the SEC or a state?**
Cornerstone Professional Advisor Services, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 115122.

**How much does Cornerstone Professional Advisor Services, LLC manage?**
Cornerstone Professional Advisor Services, LLC reports $110,269,757 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (90% discretionary).

**How have Cornerstone Professional Advisor Services, LLC's assets and staff changed since 2021?**
In the Form ADV data for Cornerstone Professional Advisor Services, LLC: Regulatory assets under management: $75,203,178 in the October 2021 data and $110,269,757 in the October 2026 data, up 47%. Total employees: 19 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cornerstone Professional Advisor Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (326); high net worth individuals (26); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Which custodians does Cornerstone Professional Advisor Services, LLC use?**
Cornerstone Professional Advisor Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Private Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Cornerstone Professional Advisor Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115122

**Does Cornerstone Professional Advisor Services, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "CPAS generally requires an annual minimum account size of $250,000 for investment"

**What changed in Cornerstone Professional Advisor Services, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $88,740,867 to $110,269,757 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: $250,000

> CPAS generally requires an annual minimum account size of $250,000 for investment

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Private Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $110,269,757
- Discretionary: $99,417,058
- Non-discretionary: $10,852,699

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 326 | $48,477,885 |
| High net worth individuals | 26 | $50,939,173 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $10,852,699 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2002 (24 years)
- Employees: 14 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO, MS, NC, NJ, NY, TX, VA, VI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Edwards, MS
- Floral Park, NY
- Yorktown Heights, NY

### Websites listed on Form ADV (Item 1.I)
- cpasllc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $75,203,178 | 19 | March 18, 2021 |
| October 2022 | $94,277,901 | 19 | March 14, 2022 |
| October 2023 | $75,665,204 | 19 | March 3, 2023 |
| October 2024 | $82,359,960 | 18 | March 28, 2024 |
| October 2025 | $88,740,867 | 14 | April 2, 2025 |
| October 2026 | $110,269,757 | 14 | March 19, 2026 |

Regulatory assets under management: $75,203,178 in the October 2021 data and $110,269,757 in the October 2026 data, up 47%.
Total employees: 19 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $88,740,867 to $110,269,757 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Professional Advisor Services, LLC (CRD 115122): Form ADV filing data as of October 2026.