{
  "crd_number": 124322,
  "slug": "cornerstone-investment-management-and-consulting-llc-daphne-al-124322",
  "primary_business_name": "CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC",
  "legal_name": "CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC",
  "dbas": [],
  "city": "Daphne",
  "state": "AL",
  "country": "United States",
  "cbsa_code": "19300",
  "metro": {
    "cbsa_code": "19300",
    "common_name": "Daphne",
    "msa_name": "Daphne-Fairhope-Foley, AL",
    "path": "/advisors/al/daphne"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2012-06-21",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 86591827.0,
  "raum_discretionary": 86539303.0,
  "raum_non_discretionary": 52524.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 1267253.0,
      "count": 3,
      "description": "TRUSTS, ETC"
    },
    "charitable": {
      "raum": 9104034.0,
      "count": 3
    },
    "individuals": {
      "raum": 24293988.0,
      "count": 43
    },
    "pension_profit_sharing": {
      "raum": 79038.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 51847514.0,
      "count": 27
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "FL",
    "GA",
    "LA"
  ],
  "websites": [
    "https://csimac.com",
    "https://facebook.com/CORNERSTONE-INVESTMENT-MANAGEMENT-AND-CONSULTING-288090534535475",
    "https://investwithcornerstone.com",
    "https://linkedin.com/COMPANY/CORNERSTONE-INVESTMENT-MANAGEMENT-AND-CONSULTING",
    "https://twitter.com/CORNERSTONEINVM"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124322",
  "city_as_filed": "DAPHNE",
  "url": "https://advisorcensus.com/firm/cornerstone-investment-management-and-consulting-llc-daphne-al-124322",
  "display_name": "Cornerstone Investment Management and Consulting,llc",
  "summary": "Cornerstone Investment Management and Consulting,llc is a state-registered investment advisory firm in Daphne, AL, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Cornerstone Investment Management and Consulting,llc (CRD 124322): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Cornerstone Investment Management and Consulting,llc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cornerstone Investment Management and Consulting,llc reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Cornerstone Investment Management and Consulting,llc located?",
      "a": "Cornerstone Investment Management and Consulting,llc's principal office is in Daphne, AL, according to its Form ADV."
    },
    {
      "q": "Is Cornerstone Investment Management and Consulting,llc registered with the SEC or a state?",
      "a": "Cornerstone Investment Management and Consulting,llc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 124322."
    },
    {
      "q": "How much does Cornerstone Investment Management and Consulting,llc manage?",
      "a": "Cornerstone Investment Management and Consulting,llc reports $86,591,827 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Cornerstone Investment Management and Consulting,llc serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (27); charitable organizations (3)."
    },
    {
      "q": "Does Cornerstone Investment Management and Consulting,llc report any disciplinary disclosures?",
      "a": "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/124322"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cornerstone-investment-management-and-consulting-llc-daphne-al-124322.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 43,
      "fewer_than_5": false,
      "raum": 24293988.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 51847514.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 79038.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 9104034.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3,
      "fewer_than_5": false,
      "raum": 1267253.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/124322",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}