C
Cornerstone Investment Advisors Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,701,078
Clients
30
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
HighAverage account size
$190,036
About
Cornerstone Investment Advisors Group, LLC is an independent, state-registered advisory firm serving approximately 30 individual clients with about $5.7 million in assets under management and a single advisor. The firm provides ongoing portfolio management (investment supervisory services) and integrated financial planning at no additional charge, advising primarily in mutual funds, equities, bonds, ETFs, government securities and insurance products including annuities.
The firm manages client accounts primarily on a non-discretionary basis and documents each client’s goals, time horizon, and risk tolerance in an Investment Policy Statement; accounts are reviewed at least quarterly. Its investment process uses both fundamental and technical analysis and, when appropriate, may employ a wide range of strategies — long- and short-term trading, short sales, margin, and options — while requiring clients to use the firm’s recommended custodian (MoneyBlock) and not accepting proxy voting or discretionary trading authority.
What is distinctive for this small, single-advisor adviser is the combination of nearly entirely non-discretionary assets and an affiliation with an insurance agency: the firm’s principal is a licensed insurance agent who may offer commissionable insurance products, a relationship the brochure discloses as a potential conflict of interest. Compared with many peers, the firm also discloses use of more active and higher-risk trading techniques for individual clients while keeping financial planning bundled into its advisory services.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$10,000 - $50,000: 2.00% $50,001 - $100,000: 1.75% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
Account minimum: $10,000
Main office location
Cornerstone Investment Advisors Group, LLC
960 Sheridan Ave, Suite B
Shreveport LA 71104, United States
Number of offices
1
Most active in
Cornerstone Investment Advisors Group, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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
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