Cornerstone Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$74,968,876
Clients
112
Advisors
2
of 2 employees
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
Expertise
Fee options
1.50% annually
Account minimum: $50,000
Main office
116 South Stewart Street
Winchester VA 22601
Advisors at this office
2
Most active in
Maryland · Virginia
Also doing business as
Camco · Cornerstone Asset Management · Cornerstone Asset Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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.
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.
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