CORNBELT FINANCIAL, LLC

RIASEC Registered
Total AUM
$1.8M
Discretionary
$1.8M
100% of AUM
Avg account
$88K
Accounts
20
Employees
4
Advisory reps
2

Firm details

Headquarters
DENVER, Colorado
CRD number
299617
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Cornbelt Financial, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. Additionally, it engages in educational seminars and workshops to enhance financial literacy among its clients. Cornbelt Financial is not classified as a capital allocator and does not actively invest in ESG (Environmental, Social, and Governance) initiatives. The firm operates under a fee structure that includes a percentage of assets under management (AUM) and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Cash & Cash Equivalents 30%, Exchange Traded Equities 10%60%
  • Public Funds/Mutual Funds60%
  • Cash & Cash Equivalents30%
  • Exchange Traded Equities10%

Owners & executives

1 of 1
  • Adam Carr

    Founder & CEOCRD 6910086

Contacts

1 of 1
  • Sean McCormack

    Investment Advisor RepresentativeCRD 5549846

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
44 Cook St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth