CORNERSTONE INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2004

Total AUM

$181M

Discretionary

$141M

78% of AUM

Avg account

$696K

Accounts

260

Employees

Advisory reps

Firm details

Headquarters: BOULDER, Colorado
CRD number: 116447
Registered since: June 3, 2004
Website: cstoneinvest.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, MIDFIRST BANK
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI79.68%
Individuals13.82%
Other5.73%
Charitable Organizations0.56%
Corporations / Businesses0.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cornerstone Investment Advisors, LLC is an independent registered investment adviser that has operated since the early 2000s as a capital allocator for both individuals/families and institutional clients. The firm provides a mix of financial planning and discretionary portfolio management, and it also offers services to businesses and institutions, including pension consulting and the selection of third‑party advisers. Cornerstone uses a fee model that includes percentage‑of‑AUM billing alongside hourly, fixed and other fee arrangements to accommodate different client relationships and project work. Investment activity shows a tilt toward professionally managed public funds and separate accounts, combined with an active use of third‑party alternative managers. The firm identifies itself as an active ESG investor, integrating environmental, social and governance considerations into at least some client strategies. As a capital allocator with selection responsibilities, Cornerstone constructs multi‑manager portfolios and will engage outside managers where specialty exposure or manager expertise is required.