CRD: 125611
Cornerstone Investment Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-1996
- Office Locations
- 1
Office Locations
About Cornerstone Investment Advisors, Inc.
Cornerstone Investment Advisors, Inc. (in business since 1994) provides fee-only wealth management with discretionary, customized portfolio management for individuals and businesses across taxable accounts, retirement accounts, and company retirement plans. Portfolios are implemented primarily with ETFs and are custodied at Charles Schwab. The firm uses its “Wealth Analyzer” questionnaire and regular reviews to surface planning needs and coordinate with clients’ preferred professionals.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID THERON COLEMAN JR
Financial Advisor, President
- CRD
- #1817277
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,703,744 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,703,744 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,703,744
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,375,953,735 | 33.0% |
| Cash | $4,823,906,068 | 67.0% |
| Total | $7,199,859,803 | 100.0% |