Overview
Assets Under Management: $173 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 37
Average Client Assets: $1.5 million
Frequently Asked Questions
CORNERMEN FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323179), CORNERMEN FINANCIAL, LLC is subject to fiduciary duty under federal law.
CORNERMEN FINANCIAL, LLC is headquartered in SAN ANTONIO, TX.
CORNERMEN FINANCIAL, LLC serves 37 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, CORNERMEN FINANCIAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CORNERMEN FINANCIAL, LLC manages $173 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, CORNERMEN FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.66%
Average Client Assets: $1.5 million
Total Client Accounts: 780
Discretionary Accounts: 780
Regulatory Filings
CRD Number: 323179
Filing ID: 2047679
Last Filing Date: 2026-03-03 12:45:40