Cornerstone Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$75,031,185
Total clients
112
16% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
56
Average account size
$669,921
About
Cornerstone Asset Management provides investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, pension and retirement plans, corporations and other business entities. The firm offers pension consulting, selection of other advisers, and educational seminars in addition to ongoing investment advice.
CAMCO constructs growth-and-income portfolios using stocks, bonds, mutual funds, ETFs and REITs and applies both fundamental and technical analysis in security selection. The firm manages its assets predominantly on a non-discretionary basis—providing continuous recommendations while clients retain final authority over trade execution—so frequent client contact and account reviews are a core part of its process.
Distinctive aspects of the firm include that several associated persons are licensed to sell insurance and the firm discloses that commissions may be earned from insurance product sales. The firm has also disclosed past regulatory settlements concerning commission disclosures and trade execution practices and reports having paid fines, restitution, and agreed to remedial measures in connection with those matters.
Client services
Expertise
Fee options
1.50% annually
Account minimum: $50,000
Main office location
Cornerstone Asset Management
120 South Stewart Street
Winchester VA 22601-4168, United States
Number of offices
1
Most active in
Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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