SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Cornerstone Investment Partners, LLC
Atlanta, GA
CRD 111753
Firm filing updated July 30, 2026 ·
- $2.7BAssets
- 7Advisory staff
- 862Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Individuals166
- High net worth individuals72
- Corporations or other businesses18
- Pension and profit sharing plans7
- Other investment advisors5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 166 | $90.1 million |
| High net worth individuals | 72 | $183.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $268.5 million |
| Charitable organizations | Fewer than 5 clients | $3.8 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $43.1 million |
| Other investment advisors | 5 | $1.7 billion |
| Insurance companies | Fewer than 5 clients | $19.6 million |
| Corporations or other businesses not listed above | 18 | $372.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "MODEL PORTFOLIO PROVIDER"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "MODEL PORTFOLIO PROVIDER"
Assets and accounts
- Regulatory assets$2.7 billion
- Accounts862
- DiscretionaryAll accounts
People
- Employees15
- Advisory staff7
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 111753, SEC file 801-61425.
- Registered with the SEC as an investment advisor (status date on record: September 13, 2002).
Is Cornerstone Investment Partners, LLC a fiduciary?
Short answer: Cornerstone Investment Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.