Firm profile

CORNELL POCHILY INVESTMENT ADVISORS, INC.

ITHACA, NYCRD 145355Latest ADV March 30, 2026

Cornell Pochily Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ithaca, NY. Its latest Form ADV filing, dated March 30, 2026, reports $654M in regulatory assets under management, 5 employees, and 1,322 accounts.

Assets Under Management
$654M
Employees
5
Offices
--
Total Clients
555
Primary office
ITHACA, NY
2415 NORTH TRIPHAMMER ROAD, SUITE 1, ITHACA, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOEzra Cornell
CCOLaura M. Barnhill
CFOShane P. O'neill

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 63.1% of total clients.
Top client categories% of clientsClients
1
Individuals
63.1%
350
2
HNWI
35.9%
199
3
Corporations
1.1%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$654Mas of March 30, 2026
Discretionary100.0%
$654M
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$654M
Total Accounts1,322
10Y AUM Change+$352M (+116.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee111:1
10Y Employee Change-1 (-16.7%)

* 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.