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CORNERSTONE SELECT ADVISORS, LLC

ST. LOUIS, MO · CRD 144044 · IAPD ↗ · csastl.com · 314-862-5155

$315.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — CORNERSTONE SELECT ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — CORNERSTONE SELECT ADVISORS, LLC reported RAUM up 35% ($234.0M -> $315.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2026 — CORNERSTONE SELECT ADVISORS, LLC now reports custody of client assets ($14.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
February 2026 — CORNERSTONE SELECT ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.