Cornerstone Select Advisors, Llc
- Regulatory AUM
- $315M
- Discretionary
- $209M
- Clients
- 344
- Avg AUM / client
- $917K
- Accounts
- 790
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Apr 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 164 | $37.5M | 11.9% |
| High net worth individuals | 40 | $96.7M | 30.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.2M | 0.37% |
| Other investment advisers | 140 | $179M | 56.9% |
| Corporations and other businesses | Fewer than 5 clients | $621K | 0.2% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Doyle Edwin Gustus | Managing Member | Jul 2007 (19y) | 75% or more | |
| Gery Joseph Sadzewicz | Cco | Oct 2009 (17y) | Less than 5% | |
| Byron Wade Gustus | Chief Financial Officer | Feb 2022 (5y) | Less than 5% | |
| Alan Kent Suiter | Registered representative | Jan 2026 (1y) | ||
| Edward Harold Gardner | Registered representative | Apr 2026 (0y) |
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) | 04/02/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $193M (61% of AUM) Apr 2026
- Wells Fargo $106M (34% of AUM) Apr 2026
- Pershing $3.5M (2% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗