Cornerstone Management, Inc.

RIASEC RegisteredEst. 2004
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$1.5M
Accounts
1,514
Employees
19
Advisory reps
10

Firm details

Headquarters
Duluth, Georgia
CRD number
125828
Registered since
May 11, 2004
Website
cornerstonemgt.net
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Charitable Organizations86.47%
  • HNWI11.69%
  • Individuals1.84%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cornerstone Management, Inc. is an independent registered investment adviser founded in 2004 and owned by an individual principal. The firm serves a mix of individual/family and institutional clients and positions itself as a capital allocator, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Cornerstone does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 61%, US Government Bonds 12%, Exchange Traded Equities 11%, Cash & Cash Equivalents 9%, Investment Grade Corp Bonds 3%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Private Funds 1%, Other 1%61%
  • Public Funds/Mutual Funds61%
  • US Government Bonds12%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents9%
  • Investment Grade Corp Bonds3%

Owners & executives

3 of 4
  • Samuel Richwine

    Samuel Richwine

    Chief Operating OfficerCRD 5418599

  • Bryan Taylor

    Bryan Taylor

    CEO & Chief Investment OfficerCRD 2681836

  • Lisa Smith

    Lisa Smith

    Chief Compliance OfficerCRD 7706039

Unlock 1 more executives →

Contacts

3 of 6
  • Kathryn Massoni

    Kathryn Massoni

    Junior Portfolio ManagerCRD 6720137

  • Andrea Frant

    Andrea Frant

    AssociateCRD 7234459

  • Chad Crawford

    Chad Crawford

    Lead Portfolio Manager / Investment ConsultantCRD 6256480

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$738M in ETFs

Passive

79%

$582M

Active

21%

$157M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$172M1,994,25023.26%
Unlock additional holdings →

Location

Primary office

Duluth, GA

Gwinnett

Location

Duluth, GA

Headquartered in Duluth, 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
Gwinnett
Address
3237 Satellite Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

C.W. O'Conner Wealth Advisors, Inc.

RIA

Duluth, GA

AUM $265MTEAM 3REPS 3

Evans Wealth Management

RIA

Duluth, GA

AUM $111MTEAM 2REPS 1

Legacy Partner Group

RIA

Duluth, GA

AUM $85MTEAM 1REPS 1

Stanhouse Financial Planning And Management, LLC

RIA

Duluth, GA

AUM $33.3MTEAM 1REPS 1

Trestle Wealth Advisory, LLC

RIA

Duluth, GA

AUM $33.1MTEAM 1REPS 1

Lifewater Wealth Management

RIA

Duluth, GA

AUM $30.3MTEAM 2REPS 1
More RIAs in Duluth →All Georgia RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth