Cornerstone Capital, Inc.

RIASEC RegisteredEst. 1978

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$4.9M

Accounts

275

Employees

Advisory reps

Firm details

Headquarters: Palo Alto, California
CRD number: 105396
Registered since: August 10, 1978
Website: cornerstone-capital.net
Custodians: CHARLES SCHWAB & CO., INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI62.62%
Corporations / Businesses21.58%
Charitable Organizations11.99%
Pension & Profit Sharing Plans2.8%
Individuals1.01%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cornerstone Capital, Inc. is an independent registered investment adviser that has been SEC-registered since 1978 and is owned by an individual proprietor. The firm serves both individual and family clients as well as institutional and business clients, delivering portfolio management services for individuals/small businesses and for businesses or institutions. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. Cornerstone does not position itself as a capital allocator, does not market as an active ESG investor, and is not registered as a multi-state adviser. The firm was recognized by CNBC in 2025 as one of the Top 100 Financial Advisory Firms.