Cornerstone Capital, Inc.
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 150
- Avg AUM / client
- $9.1M
- Accounts
- 275
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 26 | $13.7M | 1.01% |
| High net worth individuals | 99 | $850M | 62.6% |
| Pension and profit sharing plans | 7 | $38.0M | 2.8% |
| Charitable organizations | 16 | $163M | 12.0% |
| Corporations and other businesses | 2 | $293M | 21.6% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradford Warren Dinsmore | President And Chief Compliance Officer | Sep 1995 (31y) | 25% – 50% | |
| Ford, Mason, William | Vice President | Apr 2001 (25y) | 25% – 50% | |
| Mark Bradford Branson | Vice President | CFA | Dec 2006 (20y) | 25% – 50% |
| Mason William Ford | Registered representative | CFA | Jan 2005 (22y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 942 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $989M (73% of AUM) Mar 2026
- Merrill Lynch $177M (13% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗