SourcingSourcing

CORNERSTONE SECURITIES LLC

C40
CRD 140379·SEC 801-133715·OVERLAND PARK, KS
AUM
$210.0M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$630K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORNERSTONE SECURITIES LLC
CRD
140379
SEC file #
801-133715
EIN
270673362
DBA names
—

Economics

AUM
$210.0M
AUM band
$100M-$500M
AUM trajectory
'21'26
$125.0M → $210.0M▲ +68%
Client mix
Individuals Other812
Individuals High Net Worth88

Operations

Employees (total)
10
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'21'26
10 advisors → 10 advisors▬ 0%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
reignbenefitsconsulting.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FIEGER, RUSSELL, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FIEGER, RUSSELL, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
REIGNBENEFITSCONSULTING.COM
Rdap Domain Creation Date
2014-05-14T20:51:47Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001593387
Edgar Registered
Yes
Edgar Filing Count
50
Edgar First Filing Date
2015-03-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001593387-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
444 N. MICHIGAN AVE, STE 3150CHICAGO, IL 60611
Business
444 N. MICHIGAN AVE, STE 3150CHICAGO, IL 60611
Edgar EIN
270673362
Edgar Recent Filings
13F-HR2026-05-13 · 0001593387-26-000004
13F-HR2026-02-17 · 0001593387-26-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-14T20:51:47Z
Rdap Domain Last Changed
2026-05-15T16:32:03Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4122326
Trust Company Affiliate
No

People (10)

10
FIEGER, RUSSELL, EDWARD
IAR · Direct Owner · 87.5%
4122326
BART ANTHONY SPACHEK
IAR
5065019
BRIAN LEE TAYLOR
IAR
4337776
JOHN BOCKING FITCH
IAR
4650298
TIMOTHY JOHN STEARNS
IAR
2504340
Steven Michael Stratton
IAR
1368111
Greg Humphreys
IAR
8246068
JON ROBERT FERGUSON
IAR
4619256
DENNUS KYLE BRADLEY COOPER
IAR
2476687
Mason Carhart
IAR
7419795