Asset ManagerRIA · CRD 111375SEC-Registered

Updated:

Cornerstone Investment Counsel

Cornerstone Investment Counsel is an SEC-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1...

Cornerstone Investment Counsel

Cornerstone Investment Counsel is an SEC-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs investment decisions at Cornerstone Investment Counsel?

No named investment professionals — founder, CIO, or portfolio manager — appear in any available public record tied to Cornerstone Investment Counsel. An allocator conducting diligence would need to source this information directly from the firm or from underlying client references, as standard background checks yield no usable data.

How does Cornerstone Investment Counsel source its clients?

The firm's absence from public marketing channels, industry conference rosters, and advisor networks suggests it does not actively pursue new client relationships through conventional means. Its client base likely derives from longstanding personal or professional networks, and the lack of a public website indicates it relies on referrals rather than inbound digital inquiries.

What asset classes does Cornerstone Investment Counsel manage?

The firm's asset-class mix is not publicly disclosed. Registered investment advisers of this profile typically manage public equity and fixed-income portfolios on a discretionary basis, though no regulatory filing, client communication, or press mention confirms Cornerstone's specific allocation. The firm does not appear associated with any private fund structures.

Does Cornerstone Investment Counsel manage any pooled investment vehicles?

There is no evidence in the public record that Cornerstone Investment Counsel sponsors or manages pooled investment vehicles, private funds, or collective investment trusts. The firm's regulatory posture is consistent with a separately-managed-account practice serving a small, discrete client base.

How is Cornerstone Investment Counsel related to other firms with similar names?

The name 'Cornerstone Investment Counsel' is generic in the advisory industry, and several unrelated entities share similar branding. There is no public evidence linking this firm to any larger financial institution, family office platform, or roll-up consolidation vehicle. Due-diligence questionnaires should confirm independence directly with the firm.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles