AUMdb

Wh Cornerstone Investments Inc.

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 119725 · SEC file 801-117397 · Duxbury, MA · www.youtube.com
☆ Save with Pro ADV data as of Feb 10, 2026
Regulatory AUM
$200M
Discretionary
$200M
Clients
148
Avg AUM / client
$1.4M
Accounts
393
Employees
6

AUM over time

$107M $200M
Aug 27, 2019 Feb 10, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026

Investments (13F portfolio — 129 positions, $159,967,664)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Vanguard Index Fds TOTAL STK MKT $21,259,143 66,267 13.3% 10.6%
2 Vanguard Tax Managed Fds VAN FTSE DEV MKT $8,041,976 125,499 5.03% 4.02%
3 Apple Inc COM $6,816,325 26,858 4.26% 3.41%
4 Vanguard Scottsdale Fds SHRT TRM CORP BD $6,809,394 85,901 4.26% 3.4%
5 Vanguard Scottsdale Fds INT-TERM CORP $6,022,503 72,779 3.76% 3.01%
6 Vanguard Charlotte Fds TOTAL INT BD ETF $5,930,099 123,415 3.71% 2.96%
7 Schwab Strategic Tr INT-TRM U.S TRES $5,081,274 203,985 3.18% 2.54%
8 Alphabet Inc CAP STK CL A $5,014,869 17,439 3.13% 2.51%
9 Microsoft Corp COM $4,624,347 12,492 2.89% 2.31%
10 Amazon Com Inc COM $4,566,736 21,927 2.85% 2.28%
11 Costco Wholesale Corporation COM $4,235,820 4,251 2.65% 2.12%
12 Schwab Strategic Tr SHT TM US TRES $3,239,215 133,466 2.02% 1.62%
13 Dimensional Etf Trust US SMALL CAP VAL $3,121,661 89,088 1.95% 1.56%
14 Dimensional Etf Trust EMERGING MKTS CO $2,752,956 79,680 1.72% 1.38%
15 Ishares Tr CORE S&P500 ETF $2,561,161 3,921 1.6% 1.28%
16 Dimensional Etf Trust DIMENSIONAL INTE $2,471,487 47,120 1.55% 1.24%
17 Walmart Inc COM $1,965,614 15,816 1.23% 0.98%
18 Johnson & Johnson COM $1,887,380 7,721 1.18% 0.94%
19 Exxon Mobil Corp COM $1,818,906 10,721 1.14% 0.91%
20 Procter & Gamble Co COM $1,748,276 12,104 1.09% 0.87%
21 State Str Spdr Dow Jones Ind UT SER 1 $1,724,739 3,724 1.08% 0.86%
22 State Str Spdr S&P 500 Etf T TR UNIT $1,599,198 2,459 1.0% 0.8%
23 Dimensional Etf Trust INTL SMALL CAP V $1,553,636 39,392 0.97% 0.78%
24 Visa Inc COM CL A $1,446,710 4,787 0.9% 0.72%
25 Pimco Etf Tr INTER MUN BD ACT $1,398,067 26,788 0.87% 0.7%

Top 25 of 129 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 97 $47.4M 23.7%
High net worth individuals 48 $148M 73.8%
Pension and profit sharing plans 3 $4.9M 2.46%

People (4)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
William Martin Harris President, Director, Treasurer And Cco CFP Oct 1998 (28y) 50% – 75%
Paula Sullivan Harris Director And Secretary Jul 2008 (18y) 50% – 75%
Nolan Jacob Melo Registered representative Dec 2024 (2y)
Cody Mitchell Wright Registered representative Jun 2025 (1y)

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)

FormPeriodSize
Form ADV (full filing) 02/10/2026 1.01 MB 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

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Educational seminars/workshops

Custody

Reported custodians

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: Feb 10, 2026.

View current Form ADV (SEC/IAPD) ↗