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CORNELL POCHILY INVESTMENT ADVISORS, INC.

ITHACA, NY · CRD 145355 · IAPD ↗ · cornellpochily.com · 607-391-7080

$654.4MRegulatory AUM
5Advisory reps
5Employees
49Clients
11-25Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CORNELL POCHILY INVESTMENT ADVISORS, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — CORNELL POCHILY INVESTMENT ADVISORS, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — CORNELL POCHILY INVESTMENT ADVISORS, INC. crossed $500M in regulatory AUM ($492.2M -> $570.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.