CORNERSTONE INVESTMENT PARTNERS, LLC
SEC RegisteredWelcome to Cornerstone Investment Partners
About the firm
Cornerstone is an employee-owned registered investment advisor based in Atlanta, Georgia. With more than 30 years of experience, Cornerstone focuses on picking stocks using an investment valuation model based on sound financial theory and strong statistical merit to identify undervalued stocks.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Cornerstone offers investment strategies including Large Cap, All Cap, Small/SMID Cap, Asset Allocation, and Custom Solutions, with specific strategies such as Concentrated 30, Value 50, All Cap 40, Opportunistic Small Cap Value, Opportunistic SMID Cap Value, Diversified Small Cap Core, Compass, and Client Specific Mandates.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 166 | $90M |
| High Net Worth Individuals | 72 | $184M |
| Charitable Organizations | 7 | $269M |
| Insurance Companies | 5 | — |
8 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Institutional Large Cap - First $25M | 0.60% |
| Institutional Large Cap - Next $25M | 0.50% |
| Institutional Large Cap - Thereafter | 0.35% |
| Institutional Mid & SMID Cap - First $10M | 0.90% |
| Institutional Mid & SMID Cap - Next $40M | 0.75% |
| Institutional Mid & SMID Cap - Thereafter | 0.50% |
| Institutional Small Cap - First $10M | 1.00% |
| Institutional Small Cap - Next $40M | 0.75% |
| Institutional Small Cap - Thereafter | 0.50% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 INVESTMENT PARTNERS, LLC 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