Cornerstone Financial Group,LLC
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 129246
- Registered since
- June 16, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.37%
- Individuals16.19%
- Corporations / Businesses3.65%
- Charitable Organizations0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cornerstone Financial Group, LLC is an independent registered investment advisor organized as an LLC and owner-operated. The firm offers financial planning and discretionary portfolio management to individuals, families, small businesses and institutional clients. Its fee mix includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Cornerstone identifies as an active ESG investor and reports allocations both to traditional public funds and to third-party alternative managers rather than acting as a direct capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds89%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
- Other2%
Owners & executives
1 of 1Jonathan Kasting
Chief Compliance OfficerCRD 7176479
Contacts
3 of 5James Brauer
Associate Financial PlannerCRD 8043747
Reuben Brauer
Partner, Senior Financial PlannerCRD 5887664
Allison Cerven
Financial PlannerCRD 6385657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$184M in ETFs
87%
$160M
13%
$23.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $13.6M | 155,676 | 7.42% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 11225 Davenport St
- Time zone
- CT (UTC-6)
- Office locations
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