Cornerstone Financial
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 125494
- Registered since
- April 10, 2026
- Website
- yourcorneronline.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.27%
- Individuals23.73%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cornerstone Financial operates as an independent registered investment adviser organized as an LLC with individual ownership. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-assets model alongside hourly and fixed-fee engagements. Cornerstone is not identified as a capital allocator, does not position itself as an ESG-focused investor, and does not report multi-state adviser status. The firm is SEC-registered (registration year shown as 2026).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities32%
- Cash & Cash Equivalents15%
- US Government Bonds1%
Owners & executives
1 of 1
Donald Dusick
Owner, Chief Compliance OfficerCRD 1543107
Contacts
2 of 2
David Summers
Financial PlannerCRD 4493361
Leon Frush
Independent Wealth PlanningCRD 1639367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 275 14th St Nw
- Time zone
- ET (UTC-5)
- Office locations
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