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CORNERSTONE ALTERNATIVES

· CRD 330043 · IAPD ↗ · cornerstonealternatives.com · 864-202-4920

$159.4MRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2025 — CORNERSTONE ALTERNATIVES notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — CORNERSTONE ALTERNATIVES reported RAUM up 76% ($103.3M -> $181.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2025 — CORNERSTONE ALTERNATIVES notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
January 2025 — CORNERSTONE ALTERNATIVES added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
July 2024 — CORNERSTONE ALTERNATIVES changed its website from 506investorgroup.com to cornerstonealternatives.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
July 2024 — CORNERSTONE ALTERNATIVES notice-filed in CA, CO, FL, IL, MA, MD, MN, NC, NH, NJ, NY, OR, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
July 2024 — CORNERSTONE ALTERNATIVES reported RAUM up 104% ($50.7M -> $103.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
July 2024 — CORNERSTONE ALTERNATIVES's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2024 — CORNERSTONE ALTERNATIVES (GREENVILLE, SC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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