AdvisorCensus / Financial advisors / Georgia / Atlanta / Cornerstone Financial
Cornerstone Financial
Filed as CORNERSTONE FINANCIAL · Legal name Cornerstone Financial Management, LLC
Cornerstone Financial is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.
Quick answers
From the filingHow is Cornerstone Financial compensated?
On its Form ADV (Item 5.E, October 2026), Cornerstone Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Cornerstone Financial located?
Cornerstone Financial's principal office is in Atlanta, GA, according to its Form ADV.
Is Cornerstone Financial registered with the SEC or a state?
Cornerstone Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 125494.
How much does Cornerstone Financial manage?
Cornerstone Financial reports $118,000,000 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (0% discretionary).
What types of clients does Cornerstone Financial serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (59).
Which custodians does Cornerstone Financial use?
Cornerstone Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Cornerstone Financial 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/125494
Does Cornerstone Financial state an account minimum?
Its Form ADV Part 2A brochure dated March 10, 2026 says: "Cornerstone generally imposes a minimum relationship size of $250,000, which may be reduced at the sole discretion of the Advisor."
What changed in Cornerstone Financial's recent Form ADV filings?
In the July 2026 filing data: Registered or notice-filed in TX.
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
- Fixed fees (other than subscription fees)
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Cornerstone generally imposes a minimum relationship size of $250,000, which may be reduced at the sole discretion of the Advisor.
As stated in the firm's Form ADV Part 2A brochure dated March 10, 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$118,000,000 as of October 2026, filing dated June 29, 2026.
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.DA 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
Registration and firm details
Items 1, 2, 5- Legal name
- Cornerstone Financial Management, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- Yes.
- 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
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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
Changes in the filing
Last 12 months- July 2026
- Registered or notice-filed in TX.
- May 2026
- Newly registered with the SEC.
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.ISource: 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. Cornerstone Financial (CRD 125494): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cornerstone-financial-atlanta-ga-125494