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CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447File 801-63198
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$180.8M
Bottom 25% of cohort (national)
Discretionary AUM
$141.1M
Non-discretionary $39.7M
Clients
117
260 accounts
Employees
2
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 3, 2004
- Principal office
- 1790 38TH STREET, SUITE 207, BOULDER, CO, 80301
- Phone
- 303-545-5400
- Website
- HTTP://WWW.CSTONEINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $180.8M
- Discretionary AUM
- $141.1M
- Non-discretionary AUM
- $39.7M
- Discretionary accounts
- 185
- Non-discretionary accounts
- 75
- Total accounts
- 260
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $374K |
| Charitable organizations | Fewer than 5 | $1.0M |
| High net worth individuals | 58 | $144.1M |
| Individuals (other than high net worth individuals) | 57 | $25.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETAINER
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 122 | 117 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.