CORNERSTONE CAPITAL, INC.
SEC RegisteredTrusted strategies. personalized solutions. lasting wealth.
About the firm
Cornerstone Capital is committed to providing clients with a sound financial plan tailored to their specific needs, simplifying the financial journey through long-term, personalized relationships and comprehensive wealth management. Since its founding in 1978, the firm has worked with multiple generations of families and institutions, with over $1 billion in assets under management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial advice, estate and tax coordination, and investment management, including tailored portfolio construction, philanthropic planning, retirement guidance, and coordination with estate attorneys and accountants.
Who they serve
Individuals, families, foundations, and endowments
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 26 | $14M |
| High Net Worth Individuals | 99 | $850M |
| Charitable Organizations | 7 | $38M |
| State/Municipal Entities | 16 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $5 million | 1.00% |
| $5 million to $20 million | 0.70% |
| Over $20 million | 0.40% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORNERSTONE CAPITAL, 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.