Overview
Assets Under Management: $292 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 96
Average Client Assets: $2.4 million
Frequently Asked Questions
CORNERSTONE FINANCIAL GROUP,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 #129246), CORNERSTONE FINANCIAL GROUP,LLC is subject to fiduciary duty under federal law.
CORNERSTONE FINANCIAL GROUP,LLC is headquartered in OMAHA, NE.
CORNERSTONE FINANCIAL GROUP,LLC serves 96 high-net-worth clients according to their SEC filing dated April 23, 2026. View client details ↓
According to their SEC Form ADV, CORNERSTONE FINANCIAL GROUP,LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CORNERSTONE FINANCIAL GROUP,LLC manages $292 million in client assets according to their SEC filing dated April 23, 2026.
According to their SEC Form ADV, CORNERSTONE FINANCIAL GROUP,LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.37%
Average Client Assets: $2.4 million
Total Client Accounts: 950
Discretionary Accounts: 950
Regulatory Filings
CRD Number: 129246
Filing ID: 2098133
Last Filing Date: 2026-04-23 14:49:23