CORNERSTONE CAPITAL, INC.
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
FINTRXOverview
Cornerstone Capital, Inc. is a privately owned corporate RIA that has been SEC-registered since 1978. The firm advises both individual/family clients and institutional accounts, providing portfolio management for individuals, small businesses, and organizations. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. Cornerstone does not identify as an active ESG investor and is not registered as a multistate adviser. The firm was named to CNBC’s Top 100 Financial Advisory Firms list for 2025, a recognition that reflects its scale and market presence relative to peers.
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
- Exchange Traded Equities66%
- Investment Grade Corp Bonds23%
- US Government Bonds8%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
3 of 4BRADFORD DINSMORE
PresidentCRD 4345768
MASON FORD
PartnerCRD 4906418
BRIGETTE GULDBECH
Portfolio AdministrationCRD 6684924
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$102M in ETFs
98%
$100M
2%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $22.3M | 34,310 | 21.80% |
Location
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 200 Homer Ave
- Time zone
- PT (UTC-8)
- Office locations
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