CRD: 116447
Cornerstone Investment Advisors, LLC
$180.8M Total AUM
$141.1M Disc. AUM
12.4% 3Y CAGR
2 Employees
125 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-30-2001
- Office Locations
- 1
Office Locations
1790 38th Street Suite 207 Boulder CO
About Cornerstone Investment Advisors, LLC
Cornerstone Investment Advisors, LLC is a Boulder-based RIA. The firm has been operating for 24 years. Managing $180.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
71 AVG AGE
$90.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
24.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID DARMOUR
Chief Compliance Officer, Principal
- CRD
- #2382704
- Ownership
- 50% but less than 75%
Available
Available
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DENNIS ELDON CHANNER
Financial Advisor
- CRD
- #1644005
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,120,657 | $762,814 |
| Non-Discretionary | $39,714,585 | $529,528 |
| Total | $180,835,242 | $695,520 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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