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Cornermen Financial, LLC

San Antonio, TXSEC-registered investment adviserCRD 323179

Filed as CORNERMEN FINANCIAL, LLC

Cornermen Financial, LLC is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.

4 years
registered since 2022
$172,711,427
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is Cornermen Financial, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Cornermen Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

Where is Cornermen Financial, LLC located?

Cornermen Financial, LLC's principal office is in San Antonio, TX, according to its Form ADV.

Is Cornermen Financial, LLC registered with the SEC or a state?

Cornermen Financial, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323179.

How much does Cornermen Financial, LLC manage?

Cornermen Financial, LLC reports $172,711,427 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary).

How have Cornermen Financial, LLC's assets and staff changed since 2022?

In the Form ADV data for Cornermen Financial, LLC: Regulatory assets under management: $0 in the October 2022 data and $172,711,427 in the October 2026 data. Total employees: 2 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Cornermen Financial, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (341); high net worth individuals (37); charitable organizations (1).

Which custodians does Cornermen Financial, LLC use?

Cornermen Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists SEI Private Trust Company as a custodian holding 10% or more of its separately managed account assets.

Does Cornermen Financial, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323179

Does Cornermen Financial, LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 3, 2026 says: "There is no account minimum for any of Cornermen’s services."

What changed in Cornermen Financial, LLC's recent Form ADV filings?

In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

The brochure's wording
There is no account minimum for any of Cornermen’s services.

As stated in the firm's Form ADV Part 2A brochure dated March 3, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$172,711,427

$172,711,427 as of October 2026, filing dated July 2, 2026.

Discretionary: $172,711,427.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 341 Assets $114,588,033 (66%)
High net worth individuals
Clients 37 Assets $56,411,967 (33%)
Charitable organizations
Clients 1 Assets $1,711,427 (1%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2022 (4 years)
Employees
Total: 4. Performing investment advisory functions: 4.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
1 state or jurisdiction
TX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$0 2022 $104M 2023 $125M 2024 $144M 2025 $173M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$172,711,4274July 2, 2026
October 2025$143,743,1303March 10, 2025
October 2024$125,187,9893March 4, 2024
October 2023$104,414,7612March 3, 2023
October 2022$02September 14, 2022

Regulatory assets under management: $0 in the October 2022 data and $172,711,427 in the October 2026 data.

Total employees: 2 in October 2022 and 4 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. August 2026
    • Updated its list of owners and control persons (Schedule A).
  2. April 2026
    • Regulatory assets under management went from $143,743,130 to $172,711,427 (+20%).
  3. February 2026
    • Employees performing advisory functions went from 3 to 4.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
cornermenfinancial.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Cornermen Financial, LLC (CRD 323179): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/cornermen-financial-llc-san-antonio-tx-323179