DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cornerstone Investment Partners, LLC
Latest filing Jul 30, 2026
First filing on the tape Nov 22, 2011 · 40 filings
SEC status approved since Sep 13, 2002
RAUM
$2.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
10%
$274M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$332M
derived; firm RAUM over IAPD count
Employees
15
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
40 filings and snapshots on the tape
RAUM$2.7B as of Jul 30, 2026
Feb 2, 2012$3.6B then
HNW client RAUM$184M as of Jul 30, 2026
Mar 30, 2018$210M then
State-registered IARs (5.B.3)9 as of Jul 30, 2026
Mar 26, 201310 then
Employees (5.A)15 as of Jul 30, 2026
Mar 26, 201317 then
Private funds: no history
RAUM +24% over the last fiscal year+16% a year over threeIARs 9 to 9offices 1 to 0
Practice profile
derived from the filing of Jul 30, 2026; every figure names its basis
- RAUM per advisor
- $332MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 30derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $3.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -38%derived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$1.7B63%
- Corporations and businesses$372M14%
- Pension and profit-sharing plans$269M10%
- High-net-worth individuals$184M6.9%
- Individuals$90.1M3.4%
- State and municipal entities$43.1M1.6%
- Insurance companies$19.6M0.7%
- Charitable organizations$3.8M0.1%
- Individual clients
- 166reported
- HNW clients
- 72reported
- Pension plan clients
- 7reported
- Charitable clients
- n/areported
- Accounts
- 862reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $420M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.1 fund_share=0.63 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Richard Martin Van NostrandChartered Financial Analyst | Atlanta, Ga | Aug 19, 2010 | 21 y | 0 |
| Dean Walker MorrisChartered Financial Analyst | Atlanta, Ga | Aug 26, 2010 | 34 y | 0 |
| Thomas Garratt Builder | Atlanta, Ga | Jun 24, 2015 | 13 y | 0 |
| Mark Eric SpattChartered Financial Analyst | Atlanta, Ga | Aug 3, 2018 | 13 y | 0 |
| Nicholas John NottebohmChartered Financial Analyst | Atlanta, Ga | Jun 18, 2019 | 18 y | 0 |
| Joseph Russell BrownChartered Financial Analyst | Atlanta, Ga | Jul 9, 2019 | 20 y | 0 |
| Matthew B RitzChartered Financial Analyst | Atlanta, Ga | Dec 5, 2019 | 11 y | 0 |
| Justin Johnson ScottChartered Financial Analyst | Atlanta, Ga | Oct 21, 2021 | 18 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- David Craighead Maxwell to Aristotle Capital Management, LLCOct 26, 2017 · Other
- Gerald P Mcgill to Raymond James & Associates, Inc.Jul 5, 2017 · Other
- Cameron Andrew Clement to Eagle Rock Investment Company, LLCApr 7, 2017 · Other
- Randy Wright Pirkle to Crawford Investment Counsel IncMar 28, 2013 · Other
Joined, latest
- Justin Johnson Scott from Neuberger Berman Bd LLCJul 23, 2019 · Other
- Gerald P Mcgill from Citigroup Global Markets Inc.Oct 22, 2012 · Other
- Taylor Michael Fairman from Worthscape, LLCAug 14, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Hyung Tak Kim · Chief Compliance Officer, Director Of Operations & Administrationcontrolsince 10/2017 · owns less than 5%
- Martin Richard Van Nostrand · Elected Managercontrolsince 09/2011 · owns 25% to 50% of Cim Holdings, LLC
- Russell Joseph Brown · Elected Managersince 03/2020 · owns F of Cim Holdings, LLC
- Hyung Tak Kim · Elected Managersince 12/2020 · owns F of Cim Holdings, LLC
Entity owners
- Cim Holdings, LLC · Holding Company/Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Eagle Rock Investment Company, LLCinvestment adviseryRAUM $787M
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 8 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Mar 17, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $2,135,834,144 to $2,654,449,338, advisors 9 to 9, private clients 383 to 238, offices 1 to 1 (2025-03-26 to 2026-03-17)peers: other advisers, $1B to $5B (247)
- account count surgeChange between filings · filing Mar 17, 2026accounts (Item 5.F.2.f) moved from 450.0 to 862.0 (+92.0%) between the annual amendments of 2025-03-26 and 2026-03-17; the peer median change was +1.0% (56 comparable advisers, 95.0th percentile of changes)peers: other advisers, $1B to $5B (56) · 95% percentile
What changed
consecutive filings, newest first
- Other offices · 1 to 0Mar 17, 2026 to Jul 30, 2026
- Accounts · 450 to 862Oct 15, 2025 to Mar 17, 2026
- Advisory activities · 4 to 3Oct 15, 2025 to Mar 17, 2026
- Charity clients · 5.0 to unsetOct 15, 2025 to Mar 17, 2026
- Corporate clients · 22 to 18Oct 15, 2025 to Mar 17, 2026
- HNW clients · 80 to 72Oct 15, 2025 to Mar 17, 2026
- Individual clients · 303 to 166Oct 15, 2025 to Mar 17, 2026
- Pension plan clients · 8 to 7Oct 15, 2025 to Mar 17, 2026
- Pooled vehicle clients · 1.0 to unsetOct 15, 2025 to Mar 17, 2026
- Discretionary RAUM · $2.1B to $2.7BOct 15, 2025 to Mar 17, 2026
- HNW RAUM · $197M to $184MOct 15, 2025 to Mar 17, 2026
- Individual RAUM · $111M to $90.1MOct 15, 2025 to Mar 17, 2026
- Pension RAUM · $253M to $269MOct 15, 2025 to Mar 17, 2026
- Pooled vehicle RAUM · 1521371.0 to unsetOct 15, 2025 to Mar 17, 2026
- RAUM · $2.1B to $2.7BOct 15, 2025 to Mar 17, 2026
- Wrap assets (manager) · $286M to $420MOct 15, 2025 to Mar 17, 2026
- Accounts · 355 to 450Jul 2, 2024 to Mar 26, 2025
- Advisory employees · 8 to 7Jul 2, 2024 to Mar 26, 2025
- Charity clients · 7 to 5Jul 2, 2024 to Mar 26, 2025
- Corporate clients · 19 to 22Jul 2, 2024 to Mar 26, 2025
- HNW clients · 85 to 80Jul 2, 2024 to Mar 26, 2025
- Individual clients · 200 to 303Jul 2, 2024 to Mar 26, 2025
- Pooled vehicle clients · 0 to 1Jul 2, 2024 to Mar 26, 2025
- Financial planning clients · unset to Jul 2, 2024 to Mar 26, 2025
- State-registered IARs · 10 to 9Jul 2, 2024 to Mar 26, 2025
- Discretionary RAUM · $1.9B to $2.1BJul 2, 2024 to Mar 26, 2025
- HNW RAUM · $232M to $197MJul 2, 2024 to Mar 26, 2025
- Individual RAUM · $80.4M to $111MJul 2, 2024 to Mar 26, 2025
- Pension RAUM · $267M to $253MJul 2, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $0 to $1.5MJul 2, 2024 to Mar 26, 2025
- RAUM · $1.9B to $2.1BJul 2, 2024 to Mar 26, 2025
- Wrap assets (manager) · $234M to $286MJul 2, 2024 to Mar 26, 2025
- Accounts · 339 to 355Mar 20, 2023 to Mar 27, 2024
- Charity clients · 8 to 7Mar 20, 2023 to Mar 27, 2024
- HNW clients · 59 to 85Mar 20, 2023 to Mar 27, 2024
- Individual clients · 209 to 200Mar 20, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.7B to $1.9BMar 20, 2023 to Mar 27, 2024
- HNW RAUM · $171M to $232MMar 20, 2023 to Mar 27, 2024
- Individual RAUM · $94.6M to $80.4MMar 20, 2023 to Mar 27, 2024
- Pension RAUM · $224M to $267MMar 20, 2023 to Mar 27, 2024
Signals
4 dated events
- 'Nmi' John Campbell (Chief Investment Officer/Elected Manager) no longer on Schedule A of Cornerstone Investment Partners, Llc (listed 2024-03-27, absent 2024-07-02)Jul 2, 2024 · Control person left · inference
- Alexander Christopher Reynolds (Elected Manager) no longer on Schedule A of Cornerstone Investment Partners, Llc (listed 2021-03-24, absent 2021-05-04)May 4, 2021 · Control person left · inference
- Stacey Winthrop Jessup (Independent Director/Elected Manager) no longer on Schedule A of Cornerstone Investment Partners, Llc (listed 2020-11-17, absent 2021-03-24)Mar 24, 2021 · Control person left · inference
- Russell Joseph Brown (Elected Manager) appeared on Schedule A of Cornerstone Investment Partners, LlcSep 16, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/CORNERSTONE-INVESTMENT-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- CORNERSTONE-IP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 404-751-3900reportedpublic record, Form ADV, Jul 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $332Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026