# Cornerstone Asset Management

> Cornerstone Asset Management is a state-registered investment advisory firm in Winchester, VA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 104539
- Filed as: CORNERSTONE ASSET MANAGEMENT
- Legal name: Cornerstone Asset Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Winchester, VA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/104539
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-asset-management-winchester-va-104539

## Quick answers

**How is Cornerstone Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Cornerstone Asset Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Cornerstone Asset Management located?**
Cornerstone Asset Management's principal office is in Winchester, VA, according to its Form ADV.

**Is Cornerstone Asset Management registered with the SEC or a state?**
Cornerstone Asset Management is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 104539.

**How much does Cornerstone Asset Management manage?**
Cornerstone Asset Management reports $75,031,185 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (0% discretionary).

**What types of clients does Cornerstone Asset Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (18); charitable organizations (1).

**Does Cornerstone Asset Management report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/104539

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $75,031,185
- Discretionary: $0
- Non-discretionary: $75,031,185

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $35,848,535 |
| High net worth individuals | 18 | $39,120,341 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $62,309 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/104539

### Websites listed on Form ADV (Item 1.I)
- camcoadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Asset Management (CRD 104539): Form ADV filing data as of October 2026.