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CENTERSTONE INVESTORS LLC

· CRD 282959 · IAPD ↗ · centerstoneinv.com · 917-658-1611

$374.7MRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
April 2026 — CENTERSTONE INVESTORS LLC (location n/a) left the SEC roster (was $374.7M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
63
April 2024 — CENTERSTONE INVESTORS LLC reported RAUM up 110% ($228.0M -> $479.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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