Overview
Assets Under Management: $118 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 59
Average Client Assets: $1.5 million
Frequently Asked Questions
CORNERSTONE FINANCIAL 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 #125494), CORNERSTONE FINANCIAL is subject to fiduciary duty under federal law.
CORNERSTONE FINANCIAL is headquartered in ATLANTA, GA.
CORNERSTONE FINANCIAL serves 59 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, CORNERSTONE FINANCIAL offers financial planning and portfolio management for individuals. View all service details ↓
CORNERSTONE FINANCIAL manages $118 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, CORNERSTONE FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.27%
Average Client Assets: $1.5 million
Total Client Accounts: 313
Non-Discretionary Accounts: 313
Regulatory Filings
CRD Number: 125494
Filing ID: 2079171
Last Filing Date: 2026-03-23 08:59:18