Cornerstone Financial

3 registered advisors · 0 reported ETFs · $0 reported ETF value · $118M regulatory AUM

Cornerstone Financial is an investment adviser that files Form ADV with the SEC in Atlanta, GA, with 3 registered advisors, reporting $118M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-06-29 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$118MLowTop 89%
  • Clients per advisor66.667ModerateTop 42%
  • Average AUM per client$590KLowTop 87%
  • High-net-worth share of clients29.5%ModerateTop 37%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-06-29. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2026-04-10
SEC file number
801-135811
Form version
10/2021
Latest Form ADV filing
2026-06-29
Address
275 14th Street NW, Atlanta, GA 30318, United States
Phone
404-874-3111
Website
http://www.corstonefinancial.com

Size

People and clients

Items 5.A through 5.D.

Employees
3
Registered advisors
3
Offices
1
Clients
200
Clients per advisor
66.667
High-net-worth share of clients
29.5%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$118,000,000
Discretionary AUM
$0
Non-discretionary AUM
$118,000,000
Total accounts
313
Average AUM per client
$590,000

Clients

Who the firm serves

Item 5.D, by reported assets.

  • High net worth individuals59 clients
    $90M
  • Individuals (non-HNW)141 clients
    $28M

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Hourly Charges; Compensation: Fixed Fees (Other Than Subscription)
Other business activities
Sells Non-Advisory Products or Services
Custody
Adviser Has Custody of Client Cash; Adviser Custody Amount ($); Adviser Custody Clients (Count)

Source: SEC Form ADV filed by CRD 125494. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
275 14th Street NWAtlantaGA3

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.