AdFi
CP

CORNELL POCHILY INVESTMENT ADVISORS, INC.

SEC Registered
ITHACA, NYhttps://cornellpochily.com607-391-7080
Assets Under Management
$500M–$1B
Employees
5
Office Locations
1 office
Total Accounts
1322

About the firm

Cornell Pochily Investment Advisors, Inc. is a fee-only Registered Investment Advisory firm based in Ithaca, NY. The firm provides investment management and financial planning services through individualized portfolios and Certified Financial Planners™. As fiduciaries, they are ethically bound to act in their clients' best interests.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Areas of expertise

Investment ManagementFinancial PlanningFee-onlyFiduciaryIndividualized PortfoliosAsset AllocationWealth ManagementRegistered Investment Advisor

Services

Investment management through individualized portfolios constructed to meet client goals and needs, and financial planning services provided by Certified Financial Planners™ to help clients achieve financial success.

Who they serve

Clients ranging from those just starting out to those with an established investment plan, seeking investment management and financial planning services.

Client segmentClientsAssets managed
Individuals (Non-HNW)350$102M
High Net Worth Individuals199$546M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

49 total clients reported on Form ADV.

Leadership

Ezra Cornell
CHIEF EXECUTIVE OFFCER & CHIEF OPERATING OFFICER
Shane Patrick O'neill
PRESIDENT & CHIEF FINANCIAL OFFICER
Laura M. Barnhill
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
NY
ITHACAHQ

Advisors at this firm

5 advisors in the directory

Regulatory & compliance

CRD number
#145355
SEC Number
801-68467
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORNELL POCHILY INVESTMENT ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
CORNELL POCHILY INVESTMENT ADVISORS, INC. | AdvisorFinder