Cornerstone Portfolio Research
Cornerstone Portfolio Research is an SEC-registered mass-market adviser with $444.3M assets under management (AUM, regulatory AUM), -76% over one year. See who owns Cornerstone Portfolio Research: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315130, SEC 801-121634, data through 2026-06-04.
- AUM (assets under management / regulatory AUM)
- $444.3M (2026-06-04)
- Firm type
- Mass-Market Adviser
- Employees
- 8
- Clients
- 1,035
- CRD
- 315130
- Ownership
- Balis, Thomas, L; KELVIN, JEFFREY
How much AUM does Cornerstone Portfolio Research have?
Cornerstone Portfolio Research reported $444.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-04).
Who owns Cornerstone Portfolio Research?
Disclosed owners and executives of Cornerstone Portfolio Research include Balis, Thomas, L, KELVIN, JEFFREY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.