Cornerstone Investment Advisors, LLC
Cornerstone Investment Advisors, LLC is an SEC-registered wealth manager in Boulder, CO with $180.8M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Cornerstone Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116447, SEC 801-63198, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $180.8M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Boulder, CO
- Employees
- 2
- Clients
- 122
- CRD
- 116447
- Ownership
- CHANNER, DENNIS, ELDON; DARMOUR, DAVID; YANARI, THOMAS, TOKU; ENGEL, JANE, WAHRER; RAUHAUSER, RUSS, CURTIS
How much AUM does Cornerstone Investment Advisors, LLC have?
Cornerstone Investment Advisors, LLC reported $180.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Cornerstone Investment Advisors, LLC?
Disclosed owners and executives of Cornerstone Investment Advisors, LLC include CHANNER, DENNIS, ELDON, DARMOUR, DAVID, YANARI, THOMAS, TOKU, ENGEL, JANE, WAHRER, RAUHAUSER, RUSS, CURTIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.