CORNERSTONE INVESTMENT ADVISORS, LLC
Adviser information for CORNERSTONE INVESTMENT ADVISORS, LLC last updated from Form ADV on March 25th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 189 | $110.6M |
| Non-Discretionary | 79 | $36.8M |
| Total | 268 | $147.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 67 | $30.4M |
| HNW Individuals | 56 | $107.4M |
| 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 | 0 | $0 |
| Charitable organizations | 1 | $786,779 |
| 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 | 1 | $274,813 |
| Other | 5 | $8.6M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesRETAINER |
Identifiers
| SEC RIA File Number | 801-63198 |
|---|---|
| SEC ERA File Number | 801-63198 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 116447 |
| Legal Entity Identifier | None |
Principal Office
1790 38TH STREETSUITE 207
BOULDER
CO
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 303-545-5400, Fax: 303-545-5640
Websites
Chief Compliance Officer
DAVID DARMOUR
FINANCIAL ADVISOR
1790 38TH STREET
SUITE 207
BOULDER
CO
United States
Tel:
303-545-5400
Fax:
303-545-5640
D***@***************M
(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 |
|---|---|---|---|---|---|
| CHANNER, DENNIS, ELDON | Individual | – | MEMBER | 09/2001 | 25-50% |
| DARMOUR, DAVID | Individual | – | MEMBER/CHIEF COMPLIANCE OFFICER | 09/2001 | 50-75% |
| YANARI, THOMAS, TOKU | Individual | – | MEMBER | 09/2001 | < 5% |
| RAUHAUSER, RUSS, CURTIS | Individual | – | MEMBER | 01/2010 | < 5% |