CORNERSTONE INVESTMENT SERVICES

CORNERSTONE INVESTMENT SERVICES of PROVIDENCE, RI is an SEC-registered investment adviser (CRD 129164). Regulatory assets under management: $62.5M.

Registration

• CRD: 129164
• SEC file number: 801-66355
• Type: Registered investment adviser
• Location: 245 WATERMAN STREET, PROVIDENCE, RI, 02906
• Phone: 401-453-5550
• Latest filing: 2026-03-18
• Regulatory AUM: $62.5M
• Discretionary AUM: $62.5M
• Clients: 3
• Accounts: 191

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129164 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search