RIA Intel›Advisers›California›CORNERSTONE CAPITAL, INC.

CORNERSTONE CAPITAL, INC.

Advisory

N·PALO ALTO, CA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+17.0%
3-Year CAGR
+5.1%
Employees
3
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients166
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record38
First FilingJan 31, 2001
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 38 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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