Hedge Fund Database

W.H. CORNERSTONE INVESTMENTS INC.

Adviser information for W.H. CORNERSTONE INVESTMENTS INC. last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Massachusetts, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 388 $159.8M
Non-Discretionary 8 $193,297
Total 396 $160.0M

Clients

Type Number RAUM
Individuals 87 $33.9M
HNW Individuals 48 $121.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $4.2M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-117397
SEC ERA File Number 801-117397
SEC CIK Numbers 1940823
SEC CRD Numbers 119725
Legal Entity Identifier None

Principal Office

13 TREMONT STREET
KINGSTON
MA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: (888) 797-9009, Fax: None

Websites

www.facebook.com/whcornerstone www.facebook.com/paulasharris twitter.com/paulaharris www.whcornerstone.com twitter.com/whcornerstone www.whcretreats.com www.youtube.com/c/whcornerstoneinvestmentsduxbury linkedin.com/company/wh-cornerstone-investments www.linkedin.com/in/billmharris/ linkedin.com/in/paulaharris twitter.com/billmharris www.instagram.com/whcornerstone/

Chief Compliance Officer

WILLIAM M. HARRIS
PRESIDENT, DIRECTOR AND TREASURER
13 TREMONT STREET
KINGSTON
MA
United States
Tel: (888) 797-9009
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HARRIS, WILLIAM, MARTIN Individual – PRESIDENT, DIRECTOR, TREASURER AND CCO 11/1998 50-75%
HARRIS, PAULA, SULLIVAN Individual – DIRECTOR AND SECRETARY 07/2015 50-75%

No. Employees, Historic

105020192020202120222023202420254 on 8/27/20194 on 11/22/20193 on 3/5/20203 on 6/24/20203 on 3/24/20213 on 3/23/20224 on 8/15/20224 on 3/30/20234 on 12/19/20233 on 3/26/2024

RAUM, Historic

200M100M02019202020212022202320242025107145953 on 8/27/2019107145953 on 11/22/2019108433507 on 3/5/2020108433507 on 6/24/2020124594747 on 3/24/2021149478410 on 3/23/2022149478410 on 8/15/2022128044465 on 3/30/2023128044465 on 12/19/2023160036005 on 3/26/2024

No. Clients, Historic

20010002019202020212022202320242025106 on 8/27/2019106 on 11/22/201997 on 3/5/202097 on 6/24/2020106 on 3/24/2021106 on 3/23/2022106 on 8/15/2022124 on 3/30/2023124 on 12/19/2023138 on 3/26/2024

Holdings

From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 506 5K 0
ACCENTURE PLC IRELAND SHS CLASS A 393 1K 0
ADOBE INC COM 646 1K 0
ADVANCED DRAIN SYS INC DEL COM 227 1K 0
AFLAC INC COM 922 10K 0
AIR PRODS & CHEMS INC COM 1K 4K 0
ALPHABET INC CAP STK CL C 297 2K 0
ALPHABET INC CAP STK CL A 5K 27K 0
AMAZON COM INC COM 6K 32K 0
AMERICAN WTR WKS CO INC NEW COM 262 2K 0
AMGEN INC COM 283 905 0
APPLE INC COM 6K 29K 0
AUTOMATIC DATA PROCESSING IN COM 382 2K 0
AUTOZONE INC COM 237 80 0
BALL CORP COM 381 6K 0
BECTON DICKINSON & CO COM 881 4K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 271 666 0
BLACKROCK INC COM 496 629 0
BROWN & BROWN INC COM 318 4K 0
CHEVRON CORP NEW COM 756 5K 0
CHUBB LIMITED COM 1K 5K 0
CHURCH & DWIGHT CO INC COM 449 4K 0
CINTAS CORP COM 300 429 0
CISCO SYS INC COM 389 8K 0
CLOROX CO DEL COM 363 3K 0
COCA COLA CO COM 474 7K 0
COMCAST CORP NEW CL A 1K 32K 0
COSTCO WHSL CORP NEW COM 5K 6K 0
D R HORTON INC COM 219 2K 0
DANAHER CORPORATION COM 943 4K 0
DEERE & CO COM 203 543 0
DIMENSIONAL ETF TRUST US SMALL CAP VAL 2K 79K 0
DIMENSIONAL ETF TRUST INTL SMALL CAP V 937 35K 0
DIMENSIONAL ETF TRUST EMERGING MKTS CO 1K 38K 0
DIMENSIONAL ETF TRUST GLOBAL REAL EST 880 35K 0
EATON CORP PLC SHS 376 1K 0
ECOLAB INC COM 740 3K 0
ELI LILLY & CO COM 1K 1K 0
EOG RES INC COM 1K 10K 0
ESSENTIAL UTILS INC COM 393 11K 0
EVERSOURCE ENERGY COM 414 7K 0
EXXON MOBIL CORP COM 732 6K 0
FEDEX CORP COM 1K 4K 0
GOLDMAN SACHS GROUP INC COM 211 466 0
HOME DEPOT INC COM 327 950 0
INGREDION INC COM 914 8K 0
INTUIT COM 927 1K 0
ISHARES INC CORE MSCI EMKT 387 7K 0
ISHARES TR MSCI USA QLT FCT 851 5K 0
ISHARES TR TRS FLT RT BD 217 4K 0
ISHARES TR CORE TOTAL USD 506 11K 0
ISHARES TR ESG AWR MSCI USA 608 5K 0
ISHARES TR EAFE VALUE ETF 777 15K 0
ISHARES TR EAFE GRWTH ETF 660 6K 0
ISHARES TR CORE S&P TTL STK 438 4K 0
ISHARES TR MSCI KLD400 SOC 377 4K 0
ISHARES TR NATIONAL MUN ETF 880 8K 0
ISHARES TR SHRT NAT MUN ETF 813 8K 0
ISHARES TR MSCI USA MIN VOL 256 3K 0
ISHARES TR TIPS BD ETF 424 4K 0
ISHARES TR U.S. TECH ETF 293 2K 0
ISHARES TR CORE S&P500 ETF 2K 4K 0
ISHARES TR S&P 500 GRWT ETF 221 2K 0
ISHARES TR RUS 1000 ETF 1K 4K 0
JOHNSON & JOHNSON COM 1K 8K 0
JPMORGAN CHASE & CO COM 408 2K 0
KLA CORP COM NEW 360 436 0
LINDE PLC SHS 920 2K 0
LOCKHEED MARTIN CORP COM 217 465 0
LOWES COS INC COM 1K 5K 0
MARVELL TECHNOLOGY INC COM 266 4K 0
MASTERCARD INCORPORATED CL A 326 739 0
MCDONALDS CORP COM 254 996 0
MCKESSON CORP COM 347 595 0
MERCK & CO INC COM 210 2K 0
MICROSOFT CORP COM 7K 15K 0
NETFLIX INC COM 206 305 0
NVIDIA CORPORATION COM 299 2K 0
ORACLE CORP COM 310 2K 0
PEPSICO INC COM 621 4K 0
PIMCO ETF TR INTER MUN BD ACT 1K 21K 0
PROCTER AND GAMBLE CO COM 2K 10K 0
PROLOGIS INC. COM 210 2K 0
PUBLIC STORAGE COM 345 1K 0
PULTE GROUP INC COM 387 4K 0
REPUBLIC SVCS INC COM 648 3K 0
RTX CORPORATION COM 259 3K 0
S&P GLOBAL INC COM 1K 3K 0
SALESFORCE INC COM 264 1K 0
SCHLUMBERGER LTD COM STK 371 8K 0
SCHWAB CHARLES CORP COM 303 4K 0
SCHWAB STRATEGIC TR US BRD MKT ETF 561 9K 0
SCHWAB STRATEGIC TR INT-TRM U.S TRES 4K 75K 0
SCHWAB STRATEGIC TR US AGGREGATE B 533 12K 0
SELECT SECTOR SPDR TR COMMUNICATION 229 3K 0
SELECT SECTOR SPDR TR ENERGY 975 11K 0
SELECT SECTOR SPDR TR TECHNOLOGY 223 987 0
SERVICENOW INC COM 527 670 0
SHERWIN WILLIAMS CO COM 984 3K 0
SPDR DOW JONES INDL AVERAGE UT SER 1 1K 3K 0
SPDR S&P 500 ETF TR TR UNIT 2K 3K 0
SPDR SER TR PORTFOLIO S&P500 4K 67K 0
SYSCO CORP COM 786 11K 0
TARGET CORP COM 391 3K 0
THERMO FISHER SCIENTIFIC INC COM 1K 2K 0
TJX COS INC NEW COM 392 4K 0
TRACTOR SUPPLY CO COM 295 1K 0
UNITED PARCEL SERVICE INC CL B 422 3K 0
UNITEDHEALTH GROUP INC COM 673 1K 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 1K 19K 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 7K 135K 0
VANGUARD INDEX FDS SM CP VAL ETF 249 1K 0
VANGUARD INDEX FDS REAL ESTATE ETF 225 3K 0
VANGUARD INDEX FDS TOTAL STK MKT 13K 47K 0
VANGUARD MUN BD FDS TAX EXEMPT BD 377 8K 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 6K 74K 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 5K 70K 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 671 12K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 4K 73K 0
VISA INC COM CL A 1K 4K 0
WALMART INC COM 1K 19K 0
WEST PHARMACEUTICAL SVSC INC COM 404 1K 0