# Cornerstone Investment Services, Inc.

> Cornerstone Investment Services, Inc. is a state-registered investment advisory firm, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 118437
- Filed as: CORNERSTONE INVESTMENT SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118437
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-investment-services-inc-118437

## Quick answers

**How is Cornerstone Investment Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cornerstone Investment Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Cornerstone Investment Services, Inc. registered with the SEC or a state?**
Cornerstone Investment Services, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 118437.

**How much does Cornerstone Investment Services, Inc. manage?**
Cornerstone Investment Services, Inc. reports $67,007,614 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (90% discretionary).

**What types of clients does Cornerstone Investment Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (19); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Cornerstone Investment Services, 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/118437

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $67,007,614
- Discretionary: $60,326,152
- Non-discretionary: $6,681,462

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $11,043,906 |
| High net worth individuals | 19 | $29,515,238 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $16,793,811 |
| Charitable organizations | 3 | $9,127,091 |
| Corporations or other businesses not listed above | 1 | $527,568 |

### 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: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Investment Services, Inc. (CRD 118437): Form ADV filing data as of October 2026.