# Cornerstone Investment Advisors, Inc.

> Cornerstone Investment Advisors, Inc. is a state-registered investment advisory firm in Alpharetta, GA, registered since 1996, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 125611
- Filed as: CORNERSTONE INVESTMENT ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125611
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-investment-advisors-inc-alpharetta-ga-125611

## Quick answers

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

**Where is Cornerstone Investment Advisors, Inc. located?**
Cornerstone Investment Advisors, Inc.'s principal office is in Alpharetta, GA, according to its Form ADV.

**Is Cornerstone Investment Advisors, Inc. registered with the SEC or a state?**
Cornerstone Investment Advisors, Inc. is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 125611.

**How much does Cornerstone Investment Advisors, Inc. manage?**
Cornerstone Investment Advisors, Inc. reports $62,703,744 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Cornerstone Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (28).

**Does Cornerstone Investment Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125611

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $62,703,744
- Discretionary: $62,703,744
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $6,137,429 |
| High net worth individuals | 33 | $56,566,315 |

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

### Firm details
- Registered since: 1996 (30 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Investment Advisors, Inc. (CRD 125611): Form ADV filing data as of October 2026.