CRD: 145355
Cornell Pochily Investment Advisors, Inc.
$654.4M Total AUM
$654.4M Disc. AUM
13.8% 3Y CAGR
5 Employees
604 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Peak focusHarbor
- Established Date
- 10-24-2007
- Office Locations
- 1
Office Locations
2415 North Triphammer Road Suite 1 Ithaca NY
About Cornell Pochily Investment Advisors, Inc.
Cornell Pochily Investment Advisors is a fee-only RIA in Ithaca, NY providing investment management and financial planning. The team (CFP professionals, including a CFA and CPA) builds individualized, long-term, asset-allocation portfolios—often using ETFs and mutual funds—and adjusts allocations as client needs evolve. Custody is supported via Fidelity/NFS.
Team overview
46 AVG AGE
$130.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.3 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
18yrs Firm Age
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Asset Classes
Frontier Eagle Vector momentum Unison optima
Custodian
Vital fusion Wave Capital
Investment Themes
Zenith crest
Investment Vehicles
Foundation peak
Services
Foundation catalyst Insight wave Capital pathway
Technology
Meridian pioneer Bridge catalyst
Owner & Executives
E
EZRA CORNELL
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #707941
- Ownership
- 50% but less than 75%
(686) 929-1267
wave.alpha@signalcapital.com
in linkedin.com/in/momentum-vital
NELSON BRADFORD MEAD
Chief Investment Officer, Vice President
- CRD
- #1749754
- Ownership
- 10% but less than 25%
(805) 830-9672
harbor.quantum@pioneercapital.com
in linkedin.com/in/signal-crest
M
Momentum prime
Wave summit element
- CRD
- #23826
- Ownership
- 20.4%
(570) 545-1605
vector.insight@momentumcapital.com
in linkedin.com/in/quantum-optima
Showing 2 of 6 owners & executives
Unlock allContacts
Matthew C Stoutenburg
Advisor
- CRD
- #6198702
(639) 670-3068
delta.momentum@fusioncapital.com
in linkedin.com/in/catalyst-legacy
Showing 1 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $654,434,441 | $495,034 |
| Non-Discretionary | $0 | -- |
| Total | $654,434,441 | $495,034 |
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Separately Managed Accounts
Total SMA Asset: $654,434,441
Public Funds:
9.8% Equity - Exchange:
21.9% Other:
12.5% Cash:
17.8% Corporate - Investment Grade:
9.2% Municipal Bonds:
22.3% U.S. Government/Agency:
6.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $293,335,984 | 9.8% |
| Equity - Exchange | $655,516,127 | 21.9% |
| Other | $374,153,040 | 12.5% |
| Cash | $532,793,929 | 17.8% |
| Corporate - Investment Grade | $275,376,638 | 9.2% |
| Municipal Bonds | $667,489,024 | 22.3% |
| U.S. Government/Agency | $194,559,581 | 6.5% |
| Total | $2,993,224,323 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE ATLAS | BRIDGE UNISON | 2VOO8ZDX3 | WGJDV | 4.14% | $82,302,291 |
| ALPHA EAGLE | EAGLE EMBER | H83V58RDS | UDVM | 6.78% | $17,815,783 |
| BRIDGE DELTA | CAPITAL SIGNAL | DZGFFUYIX | BGVL | 11.17% | $72,078,289 |
| OAK GLACIER PEAK | OPTIMA GLACIER | DJGSQ5HUN | HSKG | 8.60% | $48,321,644 |
| PEAK OPTIMA HORIZON | ZENITH LEGACY | WBNJNMSIC | BZDDE | 1.13% | $80,469,167 |
| MOMENTUM CREST | VECTOR QUANTUM | C70VKL26P | VYN | 4.85% | $53,352,687 |
| OPTIMA PATHWAY | ATLAS DELTA | VQVCUDAK6 | UZWHK | 8.79% | $9,132,898 |
| HARBOR HORIZON FOCUS | RIDGE BEACON | 4QLGMZKPR | PSZ | 4.18% | $23,350,466 |