Cornerstone Wealth Advisors, Inc.
- Regulatory AUM
- $146M
- Discretionary
- $140M
- Clients
- 157
- Avg AUM / client
- $928K
- Accounts
- 425
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 105 | $25.0M | 17.2% |
| High net worth individuals | 50 | $117M | 80.3% |
| Pension and profit sharing plans | 1 | $3.5M | 2.4% |
| Charitable organizations | 1 | $130K | 0.09% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Howard Energy Tax Deferred Savings Plan Howard Energy Co., Inc. | 2024 | |
| Industrial Commercial Systems 401(k) Profit Sharing Plan & Trust Industrial Commercial Systems, | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael W Sellman | Registered representative | CFP | Jun 2020 (6y) | |
| Cameron Joseph Ziegler | Registered representative | Jan 2025 (2y) | ||
| Lucinda A Salinas | Registered representative | CFP Chartered Financial Consultant | Jan 2025 (2y) | |
| Denise Aileen Barrett | Registered representative | Jan 2026 (1y) |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Howard Energy Tax Deferred Savings Plan | Howard Energy Co., Inc. | 59 | $10.4M | 01/01/2024 |
| Industrial Commercial Systems 401(k) Profit Sharing Plan & Trust | Industrial Commercial Systems, | 107 | $5.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/13/2026 | 938 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $142M (98% of AUM) Feb 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: Feb 13, 2026.
View current Form ADV (SEC/IAPD) ↗