# 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.

- CRD: 323179
- Filed as: CORNERMEN FINANCIAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323179
- AdvisorCensus page: https://advisorcensus.com/firm/cornermen-financial-llc-san-antonio-tx-323179

## Quick answers

**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.

**How much does Cornermen Financial, LLC charge?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Hourly rate: $300 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: None

> There is no account minimum for any of Cornermen’s services.

- Hourly rate: $300 an hour

> The negotiated hourly fee for these services is $300.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- SEI Private Trust Company

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.

### Regulatory assets under management (Item 5.F)
- Total: $172,711,427
- Discretionary: $172,711,427
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 341 | $114,588,033 |
| High net worth individuals | 37 | $56,411,967 |
| Charitable organizations | 1 | $1,711,427 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cornermenfinancial.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 2 | September 14, 2022 |
| October 2023 | $104,414,761 | 2 | March 3, 2023 |
| October 2024 | $125,187,989 | 3 | March 4, 2024 |
| October 2025 | $143,743,130 | 3 | March 10, 2025 |
| October 2026 | $172,711,427 | 4 | July 2, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $143,743,130 to $172,711,427 (+20%).

### February 2026
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornermen Financial, LLC (CRD 323179): Form ADV filing data as of October 2026.