David Coleman
Cornerstone Investment Advisors · Cumming, Georgia
David Coleman is a fee-only financial advisor at Cornerstone Investment Advisors in Cumming, Georgia. David charges a percentage of assets (0.75%–1.5% a year of assets managed and a $100,000 asset minimum).
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Facts
| Firm | Cornerstone Investment Advisors |
|---|---|
| Based in | Cumming, Georgia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75%–1.5% a year of assets managed · A $100,000 asset minimum |
| Assets under management | $62.7M across 159 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1817277 |
| Exams passed | Series 63 (1988) · Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cornerstoneinvestmentadvisors.com |
How David's firm compares
- Cornerstone Investment Advisors's average account is about $394,000, from its Form ADV (assets managed divided by 159 accounts).
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Questions about David
Is David Coleman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Cornerstone Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a percentage of assets.
How much does David charge?
According to Cornerstone Investment Advisors's website, checked October 30, 2026: 0.75%–1.5% a year of assets managed; a $100,000 asset minimum.
Where is David Coleman based?
David Coleman is based in Cumming, Georgia.
Is David Coleman registered with the SEC?
Yes. David Coleman is registered as an investment adviser representative in GA (CRD 1817277), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cornerstone Investment Advisors manage?
Cornerstone Investment Advisors reports $62.7M across 159 accounts in assets under management.
How do I contact David Coleman?
Through David's website, www.cornerstoneinvestmentadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cornerstone Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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