Cornerstone Investment Management and Consulting,llc

Public-record details

Address

2210 Main Street, Suite E, Daphne, AL 36526

Phone

(251) 626-6292

Listed under

Financial planning, Hourly fees, % of assets managed

CRD number

124322

Registration

State registered: AL, FL, GA, LA

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$86.6 million

Accounts managed

206

Clients reported (Form ADV 5.D)

77

Individual / high-net-worth clients

43 / 27

Employees

3

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-26

State registered (AL, FL, GA…) investment adviser, CRD 124322, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 124322 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.