CORNELL POCHILY INVESTMENT ADVISORS, INC.
CRD #145355 SEC #801-68467 ITHACA, NY 607-391-7080
SEC Registered
Total AUM
$570.3M
Discretionary
$570.3M
Employees
5
Clients
10
Accounts
1,282
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $570.3M | $570.3M | $0 | 5 | 53 |
| Mar 2024 | $492.2M | $492.2M | $0 | 6 | 70 |
| Mar 2023 | $444.1M | $444.1M | $0 | 5 | 86 |
| Apr 2022 | $502.4M | $502.4M | $0 | 5 | 118 |
| Mar 2022 | $502.4M | $502.4M | $0 | 5 | 118 |
| Dec 2021 | $524.9M | $408.1M | $116.9M | 7 | 0 |
| Mar 2021 | $524.9M | $408.1M | $116.9M | 7 | 0 |
| Jan 2021 | $497.4M | $362M | $135.3M | 8 | 0 |
| Nov 2020 | $497.4M | $362M | $135.3M | 8 | 0 |
| Jun 2020 | $497.4M | $362M | $135.3M | 8 | 0 |
| Mar 2020 | $497.4M | $362M | $135.3M | 8 | 0 |
| Mar 2019 | $373.1M | $305.4M | $67.7M | 8 | 0 |
| Sep 2018 | $388.9M | $317.2M | $71.7M | 5 | 1 |
| May 2018 | $388.9M | $317.2M | $71.7M | 5 | 1 |
| Mar 2018 | $388.9M | $317.2M | $71.7M | 5 | 1 |
| Mar 2017 | $302.2M | $244M | $58.1M | 6 | 400 |
| Mar 2016 | $268.1M | $226.3M | $41.8M | 5 | 400 |
| Mar 2015 | $249M | $199.7M | $49.3M | 5 | 474 |
| Sep 2014 | $311.1M | $272.5M | $38.6M | 6 | 463 |
| Mar 2014 | $311.1M | $272.5M | $38.6M | 6 | 463 |
| Mar 2013 | $243M | $208.1M | $35M | 7 | 357 |
| Jan 2013 | $200.2M | $167.1M | $33.1M | 6 | 300 |
| Mar 2012 | $200.2M | $167.1M | $33.1M | 1 | 300 |
| Jan 2011 | $114.4M | $80.6M | $33.8M | 5 | -- |
| Mar 2010 | $114.4M | $80.6M | $33.8M | 5 | -- |
| Mar 2008 | $34.4M | $25.1M | $9.3M | 5 | -- |
| Mar 2008 | $34.4M | $25.1M | $9.3M | 5 | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$570.3M
Discretionary$570.3M
Non-Disc.$0
Employees5
Clients53
DateMar 2024
Total AUM$492.2M
Discretionary$492.2M
Non-Disc.$0
Employees6
Clients70
DateMar 2023
Total AUM$444.1M
Discretionary$444.1M
Non-Disc.$0
Employees5
Clients86
DateApr 2022
Total AUM$502.4M
Discretionary$502.4M
Non-Disc.$0
Employees5
Clients118
DateMar 2022
Total AUM$502.4M
Discretionary$502.4M
Non-Disc.$0
Employees5
Clients118
DateDec 2021
Total AUM$524.9M
Discretionary$408.1M
Non-Disc.$116.9M
Employees7
Clients0
DateMar 2021
Total AUM$524.9M
Discretionary$408.1M
Non-Disc.$116.9M
Employees7
Clients0
DateJan 2021
Total AUM$497.4M
Discretionary$362M
Non-Disc.$135.3M
Employees8
Clients0
DateNov 2020
Total AUM$497.4M
Discretionary$362M
Non-Disc.$135.3M
Employees8
Clients0
DateJun 2020
Total AUM$497.4M
Discretionary$362M
Non-Disc.$135.3M
Employees8
Clients0
DateMar 2020
Total AUM$497.4M
Discretionary$362M
Non-Disc.$135.3M
Employees8
Clients0
DateMar 2019
Total AUM$373.1M
Discretionary$305.4M
Non-Disc.$67.7M
Employees8
Clients0
DateSep 2018
Total AUM$388.9M
Discretionary$317.2M
Non-Disc.$71.7M
Employees5
Clients1
DateMay 2018
Total AUM$388.9M
Discretionary$317.2M
Non-Disc.$71.7M
Employees5
Clients1
DateMar 2018
Total AUM$388.9M
Discretionary$317.2M
Non-Disc.$71.7M
Employees5
Clients1
DateMar 2017
Total AUM$302.2M
Discretionary$244M
Non-Disc.$58.1M
Employees6
Clients400
DateMar 2016
Total AUM$268.1M
Discretionary$226.3M
Non-Disc.$41.8M
Employees5
Clients400
DateMar 2015
Total AUM$249M
Discretionary$199.7M
Non-Disc.$49.3M
Employees5
Clients474
DateSep 2014
Total AUM$311.1M
Discretionary$272.5M
Non-Disc.$38.6M
Employees6
Clients463
DateMar 2014
Total AUM$311.1M
Discretionary$272.5M
Non-Disc.$38.6M
Employees6
Clients463
DateMar 2013
Total AUM$243M
Discretionary$208.1M
Non-Disc.$35M
Employees7
Clients357
DateJan 2013
Total AUM$200.2M
Discretionary$167.1M
Non-Disc.$33.1M
Employees6
Clients300
DateMar 2012
Total AUM$200.2M
Discretionary$167.1M
Non-Disc.$33.1M
Employees1
Clients300
DateJan 2011
Total AUM$114.4M
Discretionary$80.6M
Non-Disc.$33.8M
Employees5
Clients--
DateMar 2010
Total AUM$114.4M
Discretionary$80.6M
Non-Disc.$33.8M
Employees5
Clients--
DateMar 2008
Total AUM$34.4M
Discretionary$25.1M
Non-Disc.$9.3M
Employees5
Clients--
DateMar 2008
Total AUM$34.4M
Discretionary$25.1M
Non-Disc.$9.3M
Employees5
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--