Cornell Pochily Investment Advisors, Inc.
Firm details
- Headquarters
- Ithaca, New York
- CRD number
- 145355
- Registered since
- October 24, 2007
- Website
- www.cornellpochily.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.44%
- Individuals15.63%
- Corporations / Businesses0.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cornell Pochily Investment Advisors, Inc. is an independent, corporation-structured RIA that has been SEC-registered since 2007 and is owned by an individual. The firm operates as a capital allocator and serves both individual & family clients and institutional clients. Its fee menu includes percentage-of-assets, hourly, and fixed-fee arrangements. Advisory capabilities emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business clients. The firm also lists pension consulting and the selection of other advisers among its services. It does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Exchange Traded Equities39%
- Other8%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1
Nelson Mead
Chief Investment OfficerCRD 1749754
Contacts
3 of 6Ezra Cornell
PresidentCRD 707941
Matthew Stoutenburg
Wealth AdvisorCRD 6198702
Molly O'neill
Financial AdvisorCRD 6851608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$134M in ETFs
79%
$107M
9%
$27.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $20.9M | 127,278 | 15.57% |
Location
Ithaca, NY
Tompkins
Location
Ithaca, NY
Headquartered in Ithaca, NY, anchoring the Ithaca-Cortland, NY metro in the Northeast.
- Metro area
- Ithaca-Cortland, NY
- Region
- Northeast
- County
- Tompkins
- Address
- 2415 N Triphammer Rd
- Time zone
- ET (UTC-5)
- Office locations
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