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They include 350 individual clients, 199 high-net-worth individuals, and 6 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cornell Pochily Investment Advisors offer?","answer":"Cornell Pochily Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cornell Pochily Investment Advisors charge?","answer":"Cornell Pochily Investment Advisors charges up to 1.25% a year for its Investment Services Fee. The fee is billed in advance and is negotiable.","source":"CORNELL POCHILY INVESTMENT ADVISORS, INC. 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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cornell Pochily Investment Advisors invest in?","answer":"At the end of its last fiscal year, Cornell Pochily Investment Advisors’ separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 39% exchange-traded equities, 8% other, 7% cash and equivalents, 4% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds. 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