# Cornerstone Asset Management

Cornerstone Asset Management is a Bank / Wealth / Trust based in Winchester, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Winchester, United States
- **Region:** North America
- **Address:** Winchester, VA, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** camcoadvisors.com

## Regulatory record

- **CRD number:** 104539
- **SEC file number:** 801-63659
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104539

## About

Founded in 1986, Cornerstone Asset Management established itself as a wealth advisory practice in Virginia's Shenandoah Valley well before the RIA channel became the industry's dominant growth story. That founding-era positioning means Cornerstone predates both the roll-up era of the 2000s and the private-equity-backed RIA consolidator wave of the 2010s. The firm's service model centers on discretionary portfolio management and financial planning, a structure that places investment decisions in the hands of Cornerstone's advisors while integrating tax, estate, and retirement considerations. Cornerstone does not publicly name specific portfolio holdings or external investment vehicles. Cornerstone maintains its headquarters in Winchester, a city of roughly 28,000 at the northern edge of the Shenandoah Valley. The firm has not disclosed team size, AUM, or growth metrics through public channels. The firm does not appear to maintain affiliated foundations, real-asset arms, or co-investment clubs. What distinguishes Cornerstone structurally is its longevity as an independent RIA operating far from any financial center. While thousands of advisory practices launched in the 1980s, most have since sold to aggregators, merged up, or wound down. That independence — absent a disclosed next-generation leadership transition — defines the firm's architecture more than any differentiated investment strategy.

## Questions

### What services does Cornerstone Asset Management provide?

Cornerstone provides discretionary portfolio management and financial planning services. The firm advises individuals, trusts, and business entities, integrating investment management with broader financial planning considerations. Its model emphasizes advisory discretion over client-directed brokerage.

### Who runs Cornerstone Asset Management?

Cornerstone has not publicly disclosed its current leadership or ownership structure. The firm was founded in 1986 and operates as a registered investment advisor from Winchester, Virginia. No named principals appear in available public records.

### Does Cornerstone Asset Management invest in private equity, venture capital, or alternatives?

There is no public evidence that Cornerstone deploys capital into private equity, venture capital, or alternative assets. The firm's stated services — portfolio management and financial planning — suggest a focus on traditional liquid securities across equities and fixed income for individual and trust clients.

## Related profiles

- [Corinthian Wealth Management](https://altss.com/profile/corinthian-wealth-management)
- [Cornerstone Financial Planning](https://altss.com/profile/cornerstone-financial-planning)

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Last updated: 2026-08-11T02:43:31.692Z

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