Wh Cornerstone Investments Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Duxbury, MA. Its latest Form ADV filing, dated February 10, 2026, reports $200M in regulatory assets under management, 6 employees, and 393 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.5% of total clients.
Top client categories% of clientsClients
1
Individuals
65.5%
97
2
HNWI
32.4%
48
3
Pension Plans
2.0%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$200Mas of February 10, 2026
Discretionary100.0%
$200M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$200M
Total Accounts393
10Y AUM Change+$93M (+86.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee25:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.