CORNERSTONE INVESTMENT ADVISORS, LLC
CRD #116447 SEC #801-63198 BOULDER, CO 303-545-5400
SEC Registered
Total AUM
$152.8M
Discretionary
$115.8M
Employees
2
Clients
10
Accounts
250
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $152.8M | $115.8M | $37M | 2 | 4 |
| Mar 2024 | $147.5M | $110.6M | $36.8M | 2 | 4 |
| Mar 2023 | $128.7M | $93.3M | $35.4M | 2 | 2 |
| Mar 2022 | $139.7M | $93.6M | $46.1M | 2 | 3 |
| Apr 2021 | $163.7M | $83.1M | $80.6M | 4 | 2 |
| Mar 2021 | $163.7M | $83.1M | $80.6M | 4 | 2 |
| Jun 2020 | $153.9M | $78.1M | $75.8M | 4 | 7 |
| Mar 2020 | $153.9M | $78.1M | $75.8M | 4 | 7 |
| Mar 2020 | $153.9M | $78.1M | $75.8M | 4 | 7 |
| Sep 2019 | $137.3M | $71M | $66.3M | 4 | 4 |
| Mar 2019 | $137.3M | $71M | $66.3M | 4 | 4 |
| Feb 2019 | $137.3M | $71M | $66.3M | 4 | 4 |
| Mar 2018 | $158M | $89.5M | $68.5M | 4 | 3 |
| Mar 2018 | $158M | $89.5M | $68.5M | 4 | 3 |
| Feb 2018 | $156.1M | $85.1M | $71M | 4 | 170 |
| Dec 2017 | $156.1M | $85.1M | $71M | 4 | 170 |
| Dec 2017 | $156.1M | $85.1M | $71M | 4 | 170 |
| Apr 2017 | $156.1M | $85.1M | $71M | 4 | 169 |
| Mar 2017 | $156.1M | $85.1M | $71M | 4 | 169 |
| Mar 2017 | $142.7M | $71M | $71.7M | 4 | 200 |
| Mar 2016 | $142.7M | $71M | $71.7M | 4 | 200 |
| Mar 2015 | $148.2M | $76.3M | $71.9M | 4 | 200 |
| Mar 2014 | $142.9M | $76.4M | $66.5M | 4 | 200 |
| Mar 2013 | $128.6M | $71.9M | $56.7M | 4 | 200 |
| Mar 2012 | $123.1M | $70.1M | $53M | 1 | 200 |
| Mar 2011 | $138M | $81.4M | $56.6M | 5 | -- |
| Mar 2007 | $72.6M | $45.8M | $26.8M | 5 | -- |
| Jan 2007 | $61.8M | $36.9M | $24.9M | 5 | -- |
| Mar 2006 | $61.8M | $36.9M | $24.9M | 5 | -- |
| Sep 2005 | $38M | $30.4M | $7.6M | 10 | -- |
| Jun 2004 | $34M | $28M | $6M | 10 | -- |
| May 2004 | $34M | $28M | $6M | 10 | -- |
DateMar 2025
Total AUM$152.8M
Discretionary$115.8M
Non-Disc.$37M
Employees2
Clients4
DateMar 2024
Total AUM$147.5M
Discretionary$110.6M
Non-Disc.$36.8M
Employees2
Clients4
DateMar 2023
Total AUM$128.7M
Discretionary$93.3M
Non-Disc.$35.4M
Employees2
Clients2
DateMar 2022
Total AUM$139.7M
Discretionary$93.6M
Non-Disc.$46.1M
Employees2
Clients3
DateApr 2021
Total AUM$163.7M
Discretionary$83.1M
Non-Disc.$80.6M
Employees4
Clients2
DateMar 2021
Total AUM$163.7M
Discretionary$83.1M
Non-Disc.$80.6M
Employees4
Clients2
DateJun 2020
Total AUM$153.9M
Discretionary$78.1M
Non-Disc.$75.8M
Employees4
Clients7
DateMar 2020
Total AUM$153.9M
Discretionary$78.1M
Non-Disc.$75.8M
Employees4
Clients7
DateMar 2020
Total AUM$153.9M
Discretionary$78.1M
Non-Disc.$75.8M
Employees4
Clients7
DateSep 2019
Total AUM$137.3M
Discretionary$71M
Non-Disc.$66.3M
Employees4
Clients4
DateMar 2019
Total AUM$137.3M
Discretionary$71M
Non-Disc.$66.3M
Employees4
Clients4
DateFeb 2019
Total AUM$137.3M
Discretionary$71M
Non-Disc.$66.3M
Employees4
Clients4
DateMar 2018
Total AUM$158M
Discretionary$89.5M
Non-Disc.$68.5M
Employees4
Clients3
DateMar 2018
Total AUM$158M
Discretionary$89.5M
Non-Disc.$68.5M
Employees4
Clients3
DateFeb 2018
Total AUM$156.1M
Discretionary$85.1M
Non-Disc.$71M
Employees4
Clients170
DateDec 2017
Total AUM$156.1M
Discretionary$85.1M
Non-Disc.$71M
Employees4
Clients170
DateDec 2017
Total AUM$156.1M
Discretionary$85.1M
Non-Disc.$71M
Employees4
Clients170
DateApr 2017
Total AUM$156.1M
Discretionary$85.1M
Non-Disc.$71M
Employees4
Clients169
DateMar 2017
Total AUM$156.1M
Discretionary$85.1M
Non-Disc.$71M
Employees4
Clients169
DateMar 2017
Total AUM$142.7M
Discretionary$71M
Non-Disc.$71.7M
Employees4
Clients200
DateMar 2016
Total AUM$142.7M
Discretionary$71M
Non-Disc.$71.7M
Employees4
Clients200
DateMar 2015
Total AUM$148.2M
Discretionary$76.3M
Non-Disc.$71.9M
Employees4
Clients200
DateMar 2014
Total AUM$142.9M
Discretionary$76.4M
Non-Disc.$66.5M
Employees4
Clients200
DateMar 2013
Total AUM$128.6M
Discretionary$71.9M
Non-Disc.$56.7M
Employees4
Clients200
DateMar 2012
Total AUM$123.1M
Discretionary$70.1M
Non-Disc.$53M
Employees1
Clients200
DateMar 2011
Total AUM$138M
Discretionary$81.4M
Non-Disc.$56.6M
Employees5
Clients--
DateMar 2007
Total AUM$72.6M
Discretionary$45.8M
Non-Disc.$26.8M
Employees5
Clients--
DateJan 2007
Total AUM$61.8M
Discretionary$36.9M
Non-Disc.$24.9M
Employees5
Clients--
DateMar 2006
Total AUM$61.8M
Discretionary$36.9M
Non-Disc.$24.9M
Employees5
Clients--
DateSep 2005
Total AUM$38M
Discretionary$30.4M
Non-Disc.$7.6M
Employees10
Clients--
DateJun 2004
Total AUM$34M
Discretionary$28M
Non-Disc.$6M
Employees10
Clients--
DateMay 2004
Total AUM$34M
Discretionary$28M
Non-Disc.$6M
Employees10
Clients--