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| CornerStone Investment Advisors LLC
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| CRD # | 116447 |
| SEC # | 801-63198 |
| CIK # | 0001166880, 0001775446, 0001532520, 0000073690 |
| AUM | 180.8 M (2026-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 303-545-5400 |
| Address | 1790 38th Street Boulder, CO 80301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001166880 0001775446 0001532520 0000073690 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Johnson & Johnson | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Netflix Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Philip Morris International Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| General Electric Co | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Linde PLC | 0.0 | ||
| Health Care REIT Inc /DE/ | 0.0 | ||
| CME Group Inc | 0.0 | ||
| Visa Inc | 0.0 | ||
| Progressive Corp/Oh/ | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 25.0 |
| (b) Individuals (high net worth individuals) | 58 | 144.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 5 | 10.4 |
| Total | 260 | 180.8 |
| By Discretionary | ||
| Discretionary | 185 | 141.1 |
| Non-Discretionary | 75 | 39.7 |
| Total | 260 | 180.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 179.8 | |
| Total | 260 | 180.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001166880] | |
| 13F-HR | [0001532520] | |
| 13F-HR | [0001775446] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
FPF FA LLC
✚
|
NC | 181.3 M |
|
Murphy Clarke Williams & Stone LLC
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FL | 181.2 M |
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Crews & Associates Inc
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AR | 181.1 M |
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Cole Wealth Management LLC
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Atmos Advisory LLC
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Good Steward Wealth Advisers LLC
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Horowitz & Company Inc
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FL | 180.7 M |
|
Allegiance Financial Group Inc
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ME | 180.6 M |
|
Pereon Wealth LLC
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180.6 M | |
|
Broad Reach Capital LLC
✚
|
NC | 180.5 M |