Cornerstone Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$62,703,744
Total clients
61
54% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
61
Average account size
$1,027,930
About
Cornerstone Investment Advisors manages investment portfolios for individual investors, pension plans, and trusts on a discretionary basis, reporting approximately $62.7 million in client assets across 159 accounts as disclosed in the brochure. The firm has provided advisory services since November 1994 and tailors portfolio management to client needs, allowing clients to impose restrictions on specific securities or investment types.
The firm’s investment approach emphasizes asset allocation and implements that strategy primarily through low‑cost index exchange‑traded funds, with occasional use of individual equities and bonds. The brochure also discloses that the firm may allocate a small portion of client assets to digital assets using over‑the‑counter, non‑SEC‑registered securities, and it will omit those holdings for clients who are uncomfortable with them.
Distinctive operational features include a stated $500,000 minimum for new clients (with exceptions considered case‑by‑case) and a routine recommendation or requirement that clients use Charles Schwab for custody and trade execution. The firm aggregates trades through a master account and averages prices to mitigate personal trading conflicts, notes it does not accept performance‑based fees, and reports that it does not have custody of client funds.
Client services
Expertise
Fee options
$0 - $400,000: 1.50% per year $400,001 - $1,000,000: 1.25% per year $1,000,001+: 1.00% per year
Account minimum: $500,000 Fee-only: Quarterly management fees deducted directly from client accounts; fees billed in advance quarterly and negotiable
Main office location
Cornerstone Investment Advisors, Inc.
Alpharetta GA, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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