Cornerstone Partners
Charlottesville, VA·SEC-registered · CRD #311296
Cornerstone Partners is an SEC-registered investment advisory firm in Charlottesville, VA managing $29B across 22 client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$29B
Client accounts
22
Advisory staff
16
Fee model
Fee-only
How Cornerstone Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Cornerstone Partners
How much does Cornerstone Partners manage?
Per its most recent SEC Form ADV filing (03/30/2026), Cornerstone Partners reports $29B in regulatory assets under management across roughly 22 client accounts.
How does Cornerstone Partners charge?
Cornerstone Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cornerstone Partners a fiduciary?
Yes. Cornerstone Partners is registered with the U.S. Securities and Exchange Commission (CRD #311296), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cornerstone Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cornerstone Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Cornerstone Partners's public SEC Form ADV filing (CRD #311296, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cornerstone Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cornerstone Partners? Claim this profile.