Cornerstone Investment Advisors, Llc
- Regulatory AUM
- $181M
- Discretionary
- $141M
- Clients
- 122
- Avg AUM / client
- $1.5M
- Accounts
- 260
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 57 | $25.0M | 13.8% |
| High net worth individuals | 58 | $144M | 79.7% |
| Charitable organizations | 1 | $1.0M | 0.56% |
| Corporations and other businesses | 1 | $374K | 0.21% |
| Other | 5 | $10.4M | 5.73% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Star Tribune Retirement Plan O Star Tribune Media Company Llc | 2024 | |
| Star Tribune Retirement Plan G Star Tribune Media Company Llc | 2024 | |
| Star Tribune Retirement Plan A Star Tribune Media Company Llc | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Darmour | Member/Chief Compliance Officer | CFP CFA | Sep 2001 (25y) | 50% – 75% |
| Dennis Eldon Channer | Member | CFP | Sep 2001 (25y) | 25% – 50% |
| Yanari, Thomas, Toku | Member | Sep 2001 (25y) | Less than 5% | |
| Rauhauser, Russ, Curtis | Member | Jan 2010 (17y) | Less than 5% |
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.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Star Tribune Retirement Plan O | Star Tribune Media Company Llc | 62 | $73.4M | 01/01/2024 |
| Star Tribune Retirement Plan G | Star Tribune Media Company Llc | 89 | $44.8M | 01/01/2024 |
| Star Tribune Retirement Plan A | Star Tribune Media Company Llc | 58 | $41.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 905 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • RETAINER
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $149M (82% of AUM) Mar 2026
- Fidelity Distributors Company Llc $66.2M (40% of AUM) Apr 2021
- Fidelity Brokerage Services $28.4M (16% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $6.5M (5% of AUM) Sep 2019
- Midfirst Trust $2.7M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 24, 2026.
View current Form ADV (SEC/IAPD) ↗