CRD: 118437
Cornerstone Investment Services, Inc.
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Prudential
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 03-18-2010
- Office Locations
- 1
Office Locations
About Cornerstone Investment Services, Inc.
Cornerstone Investment Services is a fee-only RIA founded in 1995 serving the Charlotte, NC area and clients nationwide. The firm provides investment management and objective consulting for individuals and retirement plan fiduciaries, including retirement plan reviews and participant-focused education. President Dave Hoshour (AIF, PPC) has managed client investments since 1985; Cornerstone sells no products and takes no commissions or third-party payments.
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Owner & Executives
DAVID LESLIE HOSHOUR
Chief Compliance Officer, Investment Advisor, Owner, President
- CRD
- #1315143
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,326,152 | -- |
| Non-Discretionary | $6,681,462 | -- |
| Total | $67,007,614 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,007,614
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,967,150,462 | 39.6% |
| Other | $1,202,147,504 | 24.2% |
| Cash | $680,554,579 | 13.7% |
| Equity - Exchange | $576,235,994 | 11.6% |
| Municipal Bonds | $541,463,132 | 10.9% |
| Total | $4,967,551,671 | 100.0% |