CORNERSTONE INVESTMENT SERVICES, INC.

CORNERSTONE INVESTMENT SERVICES, INC. is an SEC-registered investment adviser (CRD 118437). Regulatory assets under management: $67.0M.

Registration

• CRD: 118437
• SEC file number: 801-63919
• Type: Registered investment adviser
• Phone: 7044884976
• Latest filing: 2026-03-09
• Regulatory AUM: $67.0M
• Discretionary AUM: $60.3M
• Non-discretionary AUM: $6.7M
• Clients: 1
• Accounts: 197

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118437 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search