Cornerstone Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cornerstone Advisors LLC provides investment advisory and financial planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, and business entities. The firm offers ongoing portfolio management supported by written investment policy statements, standalone financial planning, and pension consulting, and it accepts both discretionary and non-discretionary engagements with no stated account minimum.
The firm employs a broad mix of analytical methods—charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis—and implements strategies that range from long-term investing to short-term trading, including use of margin, short sales and options. Clients’ accounts are maintained at specified custodians (including Schwab Institutional, Betterment Securities, Interactive Brokers and Altruist), and the firm documents risk considerations and provides quarterly reporting tied to each client’s investment policy statement.
Distinctive features include a relatively small asset base (roughly $7.2 million in total AUM across a five-advisor team and about 71 client accounts) and a stated practice not to aggregate block trades for multiple clients, which can affect execution outcomes for illiquid or large orders. The firm also discloses multiple outside business activities among supervised persons—including licensed insurance sales and other private business roles—which it identifies as potential conflicts and says it addresses through disclosure and internal policies.
Client services
Expertise
Fee options
$0+: 2.00% (Portfolio Management Fees) $0 - $250,000: 2.00% (Pension Consulting Services) $250,001 - $1,000,000: 1.75% (Pension Consulting Services) $1,000,001+: 1.25% (Pension Consulting Services)
$150 to $250 per hour (Financial Planning Fees)
Main office
4201 Shiloh Dr, Suite 1600
Fayetteville AR 72703
Advisors at this office
4
Most active in
Alabama · Arkansas · Colorado · Florida · Georgia · Idaho · Kansas · Louisiana · Mississippi · Missouri · Montana · Oklahoma · Tennessee · Texas · Wyoming
Also doing business as
Actus Wealth Management · Cornerstone Advisors LLC · Harris Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
John S
Series 65
Fayetteville, AR
Cornerstone Advisors LLC
John Savard is a financial advisor with Cornerstone Advisors LLC in Fayetteville, AR, holding a Series 65 credential and having one year of industry experience. Prior to joining Cornerstone Advisors, he spent eight years at DogWatch. Cornerstone Advisors LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of analytical methods and investment strategies, offering ongoing portfolio management and financial planning with both discretionary and non-discretionary engagements.
Bobby P
Series 63, Series 65
Fayetteville, AR
Cornerstone Advisors LLC
Bobby Parks is a financial advisor at Cornerstone Advisors LLC with 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MetLife. In addition to his advisory work, he is involved in insurance brokerage activities through Oklahoma Financial Network, LLC. Cornerstone Advisors LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, serving clients with customized investment approaches and documented risk management.
Horace C
ChFC®, Series 63
Fayetteville, AR
Cornerstone Advisors LLC
Horace Cozart is a financial advisor at Cornerstone Advisors LLC with six years of industry experience. He holds the ChFC® designation and a Series 63 license. In addition to his advisory role, he is a licensed insurance agent. Cornerstone Advisors LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm uses a variety of analytical methods and offers portfolio management and financial planning with both discretionary and non-discretionary engagements.
Daniel C
ChFC®, Series 63
Fayetteville, AR
Cornerstone Advisors LLC
Daniel Cuningham is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Cornerstone Advisors LLC and has previously worked at MassMutual Financial Group and related entities for 15 years. Outside of his advisory role, he is involved in an insurance brokerage as an owner and broker. Cornerstone Advisors LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm uses a variety of analytical methods and investment strategies, offering both discretionary and non-discretionary engagements with no stated account minimum.
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