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Cornerstone Portfolio Research

CHESTER SPRINGS, PA

Form ADV and provider website profile · CRD 315130 · regulatory data as of Jun 3, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Cornerstone Portfolio Research. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$444MReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,338Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$444MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Direct Owners & Executives

Source: Form ADV
Thomas L BalisPrincipal & Chief Investment Officer
Reported since
05/2021
Type
Individual
Control person
Yes
Ownership
75% or more
Jeffrey KelvinChief Compliance Officer
Reported since
10/2024
Type
Individual
Control person
Yes
Ownership
Less than 5%

Indirect Ownership

Source: Form ADV
No indirect ownership records were reported.

Owners & Executives

Source: Form ADV
TL
Thomas L Balis

Principal & Chief Investment Officer

JK
Jeffrey Kelvin

Chief Compliance Officer

Names and titles are shown as reported in Form ADV.

Ownership & Governance

Direct owners & executives2

Indirect ownership records0

Regulatory statusSEC registered investment adviser

SEC registration dateJun 25, 2021

CRD number315130