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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

KORNERSTONE, INC.

CRD 170687

CHICO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e20e0b2a-93ef-4222-18c7-23ac201fcafc

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 3
On other graphs: 1
Observed: Mar 15, 2018 to Mar 31, 2022
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Kornerstone, Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $574MItem 5.F on the latest filing (2022-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $568M
Private client RAUM: $23.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 4%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 240
Individual clients: 68
High net worth clients: 11
Custody, client assets: $2.7M
SEC number: 801-112845
CRD: 170687
Filings on the tape: 10
First filed: Mar 15, 2018
Latest filed: Mar 31, 2022
Organised: Corporation, California

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLOFSKY, ERIC, T	CO-FOUNDER AND CHIEF COMPLIANCE OFFICER	E	yes	01/2014	Mar 15, 2018	Mar 31, 2022

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2021	Mar 31, 2022	$574M	$568M	4	4	n/a	n/a
2020	Mar 3, 2021	$469M	$468M	4	4	n/a	n/a
2019	Mar 25, 2020	$408M	$407M	5	4	n/a	n/a
2018	Mar 19, 2019	$260M	$258M	5	3	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$574M	$469M	22.3%	$260M	30.2%	4	4	0	0

Relationships

Controls (1)

← BLOFSKY, ERIC, TOwnerCO-FOUNDER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 15, 2018 to presentfactForm ADV

Registered with (1)

← Mason Garth MooreAdvisorregistration: previous registration
Jan 4, 2019 to Dec 31, 2022factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Mason Garth Moore left Kornerstone, Inc. for Global Retirement Partners Llc (registered 2022-02-23)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2020
Regulatory AUM changed
Kornerstone, Inc. reported RAUM $407.6M, up 57% from $259.9M (2019-12-10 to 2020-03-25)
Form ADVobserved 4 days ago
$148M
Occurred
Mar 15, 2018
First Form ADV filing
Kornerstone, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e20e0b2a-93ef-4222-18c7-23ac201fcafc
First observed: Mar 15, 2018
Last observed: Mar 31, 2022 54 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KORNERSTONE, INC.

CRD 170687

CHICO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e20e0b2a-93ef-4222-18c7-23ac201fcafc

Data as of Mar 31, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLOFSKY, ERIC, T

CO-FOUNDER AND CHIEF COMPLIANCE OFFICER

yes

01/2014

Mar 15, 2018

Mar 31, 2022

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 31, 2022

$574M

$568M

n/a

2020

Mar 3, 2021

$469M

$468M

n/a

2019

Mar 25, 2020

$408M

$407M

n/a

2018

Mar 19, 2019

$260M

$258M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$574M

$469M

22.3%

$260M

30.2%