# Cornerstone Investment Partners, LLC

> Cornerstone Investment Partners, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 111753
- Filed as: CORNERSTONE INVESTMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111753
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-investment-partners-llc-atlanta-ga-111753

## Quick answers

**How is Cornerstone Investment Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cornerstone Investment Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Cornerstone Investment Partners, LLC located?**
Cornerstone Investment Partners, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Cornerstone Investment Partners, LLC registered with the SEC or a state?**
Cornerstone Investment Partners, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 111753.

**How much does Cornerstone Investment Partners, LLC manage?**
Cornerstone Investment Partners, LLC reports $2,654,449,338 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have Cornerstone Investment Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Cornerstone Investment Partners, LLC: Regulatory assets under management: $1,831,298,587 in the October 2021 data and $2,654,449,338 in the October 2026 data, up 45%. Total employees: 17 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cornerstone Investment Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (166); high net worth individuals (72); corporations or other businesses not listed above (18).

**Which custodians does Cornerstone Investment Partners, LLC use?**
Cornerstone Investment Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and State Street Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Cornerstone Investment Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111753

**What changed in Cornerstone Investment Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,135,834,144 to $2,654,449,338 (+24%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- State Street Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,654,449,338
- Discretionary: $2,654,449,338
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 166 | $90,065,351 |
| High net worth individuals | 72 | $183,505,323 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $268,541,425 |
| Charitable organizations | Fewer than 5 | $3,840,236 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $43,050,584 |
| Other investment advisers | 5 | $1,673,526,952 |
| Insurance companies | Fewer than 5 | $19,625,565 |
| Corporations or other businesses not listed above | 18 | $372,293,902 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 15 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, FL, GA, LA, NC, NE, NY, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cornerstone-ip.com
- LinkedIn @CORNERSTONE-INVESTMENT-PARTNERS
- X @CORNERSTONEIP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,831,298,587 | 17 | May 13, 2021 |
| October 2022 | $1,932,097,540 | 15 | March 22, 2022 |
| October 2023 | $1,703,888,262 | 15 | March 20, 2023 |
| October 2024 | $1,896,807,143 | 15 | July 2, 2024 |
| October 2025 | $2,135,834,144 | 15 | March 26, 2025 |
| October 2026 | $2,654,449,338 | 15 | July 30, 2026 |

Regulatory assets under management: $1,831,298,587 in the October 2021 data and $2,654,449,338 in the October 2026 data, up 45%.
Total employees: 17 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,135,834,144 to $2,654,449,338 (+24%).

### January 2026
- No longer registered or notice-filed in VA.

### December 2025
- Registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Investment Partners, LLC (CRD 111753): Form ADV filing data as of October 2026.