Cornerstone Asset Management Services, Inc.
- Regulatory AUM
- $37.6M
- Discretionary
- $37.6M
- Clients
- 280
- Avg AUM / client
- $134K
- Accounts
- 480
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 224 | $30.1M | 80.0% |
| High net worth individuals | 56 | $7.5M | 20.0% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Emmanuel Anastasakis | Vice President And Chief Compliance Officer | Nov 2005 (21y) | 25% – 50% | |
| George Anastasakis | President | Jan 2006 (21y) | 50% – 75% | |
| Christine Timashenka Bules | Registered representative | Chartered Financial Consultant | Jan 2006 (21y) | |
| Pamela Louise Kruger | Registered representative | Jan 2006 (21y) | ||
| Mark Alan Suhay | Registered representative | Oct 2007 (19y) | ||
| Bill Dragolas | Registered representative | Aug 2018 (8y) | ||
| Jay David Mcclellan | Registered representative | CFP | Jul 2020 (6y) | |
| Timothy J Baker | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $37.6M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗