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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CORNERSTONE CAPITAL, INC.

CRD 105396

PALO ALTO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dd5738ff-1c3c-3dbd-a61a-b10524ee2b71

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2012 to Mar 19, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.64 fund_share=0.0 institutional_share=0.15 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $864MderivedItem 5.D individuals plus high net worth individuals
Private client share: 64%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $453Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 275
Individual clients: 26
High net worth clients: 99
SEC number: 801-13945
CIK: 819535
CRD: 105396
Filings on the tape: 23
First filed: Mar 26, 2012
Latest filed: Mar 19, 2026
Organised: Corporation, CA
Website: cornerstone-capital.net

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRADFORD WARREN DINSMORE	n/a	PALO ALTO, CA	29	31	n/a	no
MASON WILLIAM FORD	Chartered Financial Analyst	PALO ALTO, CA	21	25	n/a	no
MARK BRADFORD BRANSON	Chartered Financial Analyst	PALO ALTO, CA	19	22	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRANSON, MARK, BRADFORD	VICE PRESIDENT	C	yes	11/2009	Mar 19, 2026	Mar 19, 2026
DINSMORE, BRADFORD, WARREN	President	C	yes	09/1995	Mar 19, 2026	Mar 19, 2026
FORD, MASON, WILLIAM	VICE PRESIDENT	C	yes	04/2001	Mar 19, 2026	Mar 19, 2026
GULDBECH, BRIGETTE, ALEXSANDRIA	CHIEF COMPLIANCE OFFICER	Na	yes	01/2025	Mar 19, 2026	Mar 19, 2026
FORD, MASON, WILLIAM	VICE PRESIDENT	C	yes	04/2001	Mar 26, 2012	Apr 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$1.4B	$1.4B	5	3	0	n/a	n/a
2024	Apr 3, 2025	$1.3B	$1.3B	5	3	0	n/a	n/a
2023	Mar 28, 2024	$1.3B	$1.3B	6	3	0	n/a	n/a
2022	Mar 31, 2023	$1.1B	$1.1B	5	3	0	n/a	n/a
2021	Mar 31, 2022	$1.3B	$1.3B	5	3	0	n/a	n/a
2020	Mar 31, 2021	$1.1B	$1.1B	5	3	0	n/a	n/a
2019	Mar 30, 2020	$1.1B	$1.1B	5	3	0	n/a	n/a
2018	Mar 29, 2019	$971M	$971M	5	3	0	n/a	n/a
2017	Mar 14, 2018	$991M	$987M	5	3	0	n/a	n/a
2016	Mar 30, 2017	$815M	$812M	5	3	n/a	n/a	n/a
2015	Mar 30, 2016	$761M	$758M	5	3	n/a	n/a	n/a
2014	Mar 31, 2015	$658M	$655M	5	3	n/a	n/a	n/a
2013	Mar 24, 2014	$572M	$568M	5	3	n/a	n/a	n/a
2012	Mar 6, 2013	$461M	$454M	5	3	n/a	n/a	n/a
2011	Mar 26, 2012	$421M	$415M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.3B	7.5%	$1.1B	7.1%	5	5	0	0

Relationships

Registered with (3)

← MARK BRADFORD BRANSONAdvisorregistration: current employment
Dec 11, 2006 to presentfactForm ADV
← MASON WILLIAM FORDAdvisorregistration: current employment
Jan 31, 2005 to presentfactForm ADV
← BRADFORD WARREN DINSMOREAdvisorregistration: current employment
Jul 8, 1997 to presentfactForm ADV

Controls (3)

← DINSMORE, BRADFORD, WARRENOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 26, 2012 to Apr 18, 2024factForm ADV
← FORD, MASON, WILLIAMOwnerVICE PRESIDENT, ownership code C, individual
Mar 26, 2012 to Apr 18, 2024factForm ADV
← BRANSON, MARK, BRADFORDOwnerVICE PRESIDENT, ownership code C, individual
Mar 26, 2012 to Apr 18, 2024factForm ADV

Dated events

Occurred
Apr 18, 2024
Control person left
Sandoval Silvia Burstein (Chief Compliance Officer) no longer on Schedule A of Cornerstone Capital, Inc. (listed 2024-03-28, absent 2024-04-18)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dd5738ff-1c3c-3dbd-a61a-b10524ee2b71
First observed: Mar 26, 2012
Last observed: Mar 19, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORNERSTONE CAPITAL, INC.

CRD 105396

PALO ALTO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dd5738ff-1c3c-3dbd-a61a-b10524ee2b71

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:44 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRADFORD WARREN DINSMORE

n/a

PALO ALTO, CA

n/a

MASON WILLIAM FORD

Chartered Financial Analyst

PALO ALTO, CA

n/a

MARK BRADFORD BRANSON

Chartered Financial Analyst

PALO ALTO, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRANSON, MARK, BRADFORD

VICE PRESIDENT

yes

11/2009

Mar 19, 2026

DINSMORE, BRADFORD, WARREN

President

yes

09/1995

Mar 19, 2026

FORD, MASON, WILLIAM

VICE PRESIDENT

yes

04/2001

Mar 19, 2026

GULDBECH, BRIGETTE, ALEXSANDRIA

CHIEF COMPLIANCE OFFICER

yes

01/2025

Mar 19, 2026

FORD, MASON, WILLIAM

VICE PRESIDENT

yes

04/2001

Mar 26, 2012

Apr 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$1.4B

n/a

2024

Apr 3, 2025

$1.3B

n/a

2023

Mar 28, 2024

$1.3B

n/a

2022

Mar 31, 2023

$1.1B

n/a

2021

Mar 31, 2022

$1.3B

n/a

2020

Mar 31, 2021

$1.1B

n/a

2019

Mar 30, 2020

$1.1B

n/a

2018

Mar 29, 2019

$971M

n/a

2017

Mar 14, 2018

$991M

$987M

n/a

2016

Mar 30, 2017

$815M

$812M

n/a

2015

Mar 30, 2016

$761M

$758M

n/a

2014

Mar 31, 2015

$658M

$655M

n/a

2013

Mar 24, 2014

$572M

$568M

n/a

2012

Mar 6, 2013

$461M

$454M

n/a

2011

Mar 26, 2012

$421M

$415M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.4B

$1.3B

7.5%

$1.1B

7.1%