Be advised. This firm is no longer registered.

Cornerstone Capital Advisors

Cornerstone Capital Advisors (CRD# 107230) is a financial advisory firm headquartered in Uniontown, OH. They manage $520,034,107 in 1,777 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1640 Corporate Woods Circle, Uniontown, OH 44685
http://www.ccadvisors.com
By the Numbers
  • Total Assets Under Management
    520
    MILLION
  • Total Number of Accounts
    1,777
    ACCOUNTS
  • Average Account Value
    $292,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NC, OH, PA, SC, TX

Financial Advisors at Cornerstone Capital Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals