CRD: 327154
Cornerstone Investment Services
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-04-2023
- Office Locations
- 1
Office Locations
About Cornerstone Investment Services
Cornerstone Investment Services is a SEC-registered RIA in Jacksonville, FL providing comprehensive wealth management, holistic financial planning, and discretionary investment management for individuals, families, and institutions. Fee-only fiduciary approach with transparent fees and no commissions or hidden incentives. Portfolios lean heavily to ETFs with some fixed-income exposure, with client accounts custodied through partners such as Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Hunter James Smith
Chief Compliance Officer, Founder, INVESTMENT ADVISOR REPRESENTATIVE, Lead Advisor, Managing Member
- CRD
- #7708296
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,859,677 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,859,677 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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