# David Hoshour

> David Hoshour is a fee-only financial advisor at Cornerstone Investment Services in Indian Trail, North Carolina. David charges a percentage of assets and an ongoing planning fee.

Page: https://find.wellspent.co/advisors/david-hoshour/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Cornerstone Investment Services
- **Based in:** Indian Trail, North Carolina
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Assets under management (firm):** $67.0M across 197 accounts
- **CRD:** 1315143 (https://adviserinfo.sec.gov/individual/summary/1315143)
- **SEC registration:** Investment adviser representative in NC, SC
- **Exams passed:** Series 63 (1985), Series 65 (1993)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.cornerstoneinvestment.com/

## Frequently asked questions

### Is David Hoshour a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Cornerstone Investment Services 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 and an ongoing planning fee.

### Where is David Hoshour based?

David Hoshour is based in Indian Trail, North Carolina.

### Is David Hoshour registered with the SEC?

Yes. David Hoshour is registered as an investment adviser representative in NC and SC (CRD 1315143), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cornerstone Investment Services manage?

Cornerstone Investment Services reports $67.0M across 197 accounts in assets under management.

### How do I contact David Hoshour?

Through David's website, www.cornerstoneinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1315143): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.cornerstoneinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.