Cornerstone Asset Management

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Client assets under management

$74,968,876

Clients

112

16% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$669,365

About

Cornerstone Asset Management provides investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, pension and retirement plans, corporations and other business entities. The firm offers pension consulting, selection of other advisers, and educational seminars in addition to ongoing investment advice.

CAMCO constructs growth-and-income portfolios using stocks, bonds, mutual funds, ETFs and REITs and applies both fundamental and technical analysis in security selection. The firm manages its assets predominantly on a non-discretionary basis—providing continuous recommendations while clients retain final authority over trade execution—so frequent client contact and account reviews are a core part of its process.

Distinctive aspects of the firm include that several associated persons are licensed to sell insurance and the firm discloses that commissions may be earned from insurance product sales. The firm has also disclosed past regulatory settlements concerning commission disclosures and trade execution practices and reports having paid fines, restitution, and agreed to remedial measures in connection with those matters.

Client services

Portfolio management

Expertise

Passive / index investing Real estate investing

Fee options

Percentage

1.50% annually

Other

Account minimum: $50,000

Main office location

Cornerstone Asset Management

120 South Stewart Street

Winchester VA 22601-4168, United States

Number of offices

Most active in

Maryland · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 540-313-4426

Advisors at this firm

Eric W

Series 63, Series 65

Winchester, VA

Cornerstone Asset Management

Eric Weitz is a financial advisor with Cornerstone Asset Management in Winchester, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with FSC Securities Corporation and Cornerstone Asset Management since 1994 and worked at Syndicated Capital Inc. from 2002 to 2021. Cornerstone Asset Management serves individual investors, trusts, estates, retirement plans, and small businesses, offering portfolio management, pension consulting, adviser selection, and educational seminars. The firm constructs growth-and-income portfolios using fundamental and technical analysis and manages client assets primarily on a non-discretionary basis.

Passive / index investing Real estate investing

Dennis C

Series 63, Series 65

Winchester, VA

Cornerstone Asset Management

Dennis Connor is a financial advisor at Cornerstone Asset Management with 40 years of industry experience. He has held positions at Syndicated Capital Inc. from 2003 to 2021 and has been with Cornerstone Asset Management since 1993. He holds Series 63 and Series 65 licenses. Cornerstone Asset Management serves individual investors, trusts, estates, retirement plans, and small businesses. The firm constructs growth-and-income portfolios using fundamental and technical analysis and manages client assets primarily on a non-discretionary basis.

Passive / index investing Real estate investing

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