# Cornerstone Investment Management and Consulting,llc

> 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.

- CRD: 124322
- Filed as: CORNERSTONE INVESTMENT MANAGEMENT AND CONSULTING,LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Daphne, AL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124322
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-investment-management-and-consulting-llc-daphne-al-124322

## Quick answers

**How is Cornerstone Investment Management and Consulting,llc compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cornerstone Investment Management and Consulting,llc located?**
Cornerstone Investment Management and Consulting,llc's principal office is in Daphne, AL, according to its Form ADV.

**Is Cornerstone Investment Management and Consulting,llc registered with the SEC or a state?**
Cornerstone Investment Management and Consulting,llc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 124322.

**How much does Cornerstone Investment Management and Consulting,llc manage?**
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).

**What types of clients does Cornerstone Investment Management and Consulting,llc serve?**
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).

**Does Cornerstone Investment Management and Consulting,llc 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/124322

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $86,591,827
- Discretionary: $86,539,303
- Non-discretionary: $52,524

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $24,293,988 |
| High net worth individuals | 27 | $51,847,514 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $79,038 |
| Charitable organizations | 3 | $9,104,034 |
| Other | 3 | $1,267,253 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- csimac.com
- investwithcornerstone.com
- Facebook @CORNERSTONE-INVESTMENT-MANAGEMENT-AND-CONSULTING-288090534535475
- LinkedIn @CORNERSTONE-INVESTMENT-MANAGEMENT-AND-CONSULTING
- X @CORNERSTONEINVM

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Investment Management and Consulting,llc (CRD 124322): Form ADV filing data as of October 2026.