Cornermen Financial, LLC

RIASEC RegisteredEst. 2022

Total AUM

$173M

Discretionary

$173M

100% of AUM

Avg account

$221K

Accounts

780

Employees

Advisory reps

Firm details

Headquarters: San Antonio, Texas
CRD number: 323179
Registered since: September 15, 2022
Website: www.cornermenfinancial.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals66.35%
HNWI32.66%
Charitable Organizations0.99%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cornermen Financial, LLC is an independent, individually owned limited liability company that registered with the SEC in 2022 and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and manager selection—meaning the firm both constructs portfolios and hires outside managers when appropriate. Compensation comes primarily from asset-based fees supplemented by hourly billing. Cornermen does not identify as an ESG-focused manager and does not operate as a multi-state adviser or pension consultant. The firm lists an insurance company among its industry affiliations.