DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Cornerstone Asset Management Services, Inc.
Latest filing Jun 6, 2012
First filing on the tape Feb 28, 2012 · 3 filings
RAUM
$33.9M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$4.2M
derived; firm RAUM over IAPD count
Employees
n/a
n/a advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$33.9M as of Jun 6, 2012
Feb 28, 2012$33.9M then
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 6, 2012; every figure names its basis
- RAUM per advisor
- $4.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $73,222derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- 1.6derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 463reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| George Anastasakis | Broadview Heights, Oh | Jan 13, 2006 | 25 y | 2 |
| Christine Timashenka BulesChartered Financial Consultant | Broadview Heights, Oh | Jan 24, 2006 | 35 y | 0 |
| Mark Alan Suhay | Broadview Heights, Oh | Oct 9, 2007 | 55 y | 0 |
| Bill Dragolas | Broadview Heights, Oh | Aug 29, 2018 | 29 y | 5 |
| Jay David McclellanCertified Financial Planner | Dayton, Oh | Jul 6, 2020 | 43 y | 5 |
| Timothy J Baker | Broadview Heights, Oh | Mar 6, 2025 | 23 y | 5 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Robert Edward King to Horter Investment Management, LLCApr 12, 2017 · Other
- Kimberly Ann Spisak to Ameriprise Financial Services, LLCOct 28, 2014 · Other
- Pamela Ann Brooks to Global Retirement Partners LLCMar 4, 2013 · Other
Joined, latest
- Timothy J Baker from Royal Fund Management, LLCMar 6, 2025 · Other
- Jay David Mcclellan from Secure Asset Management, L.L.C.Jul 6, 2020 · Other
- Bill Dragolas from Citizens Securities, Inc.Aug 29, 2018 · Other
- Pamela Louise Kruger from Questar Asset Management, Inc.Jan 24, 2006 · Other
- George Anastasakis from Questar Asset Management, Inc.Jan 13, 2006 · Other
- Nicholas Emmanuel Anastasakis from Questar Asset Management, Inc.Jan 13, 2006 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- George Anastasakis · Presidentcontrolsince 08/2008 · owns 50% to 75%
- Emmanuel Nicholas Anastasakis · Vice President And Chief Compliance Officercontrolsince 11/2005 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Broadview Heights, Oh · principal | 8 | 0 | 0 | ||
| Lakewood, Oh | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Berea, OH
- Cleveland, OH
- Rocky River, OH
- Solon, OH
What changed
consecutive filings, newest first
- Advisory activities · 6 to 4Mar 1, 2012 to Jun 6, 2012
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/778889/ADMIN/UPDATESreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CORNERSTONEASSETMGMT.COMreportedpublic record, Form ADV, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $4.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026