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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does WH Cornerstone Investments have?","answer":"WH Cornerstone Investments has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are 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 WH Cornerstone Investments invest in?","answer":"At the end of its last fiscal year, WH Cornerstone Investments’ separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 42% exchange-traded equities and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns WH Cornerstone Investments?","answer":"WH Cornerstone Investments’ direct owners are William Harris (50% to 75%) and Paula Harris (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does WH Cornerstone Investments get paid?","answer":"WH Cornerstone Investments is paid through a percentage of assets under management, hourly charges and fixed fees. 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