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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-10-1978
- Office Locations
- 1
Office Locations
About Cornerstone Capital, Inc.
Cornerstone Capital is an investment advisory firm serving individuals and families as well as foundations and endowments with customized portfolios. The team pairs disciplined, research-driven investment management with financial planning plus estate and tax coordination alongside outside attorneys and accountants, with tax-aware implementation when applicable. Founded in 1978; named to CNBC’s Top 100 Financial Advisors (2025).
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK BRADFORD BRANSON BRAD
Investment Adviser, Partner, VICE PRESIDENT
- CRD
- #4733722
- Ownership
- 25% but less than 50%
BRADFORD WARREN DINSMORE
Partner, President
- CRD
- #4345768
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,357,670,355 | $4,936,983 |
| Non-Discretionary | $0 | -- |
| Total | $1,357,670,355 | $4,936,983 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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