# Cornerstone Management, Inc.

> Cornerstone Management, Inc. is an SEC-registered investment advisory firm in Duluth, GA, registered since 2004, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 2, 2026.

- CRD: 125828
- Filed as: CORNERSTONE MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Duluth, GA
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125828
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-management-inc-duluth-ga-125828

## Quick answers

**How is Cornerstone Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Cornerstone Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Cornerstone Management, Inc. located?**
Cornerstone Management, Inc.'s principal office is in Duluth, GA, according to its Form ADV.

**Is Cornerstone Management, Inc. registered with the SEC or a state?**
Cornerstone Management, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 125828.

**How much does Cornerstone Management, Inc. manage?**
Cornerstone Management, Inc. reports $2,286,345,234 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary).

**How have Cornerstone Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Cornerstone Management, Inc.: Regulatory assets under management: $1,317,886,245 in the October 2021 data and $2,286,345,234 in the October 2026 data, up 73%. Total employees: 16 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cornerstone Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (143); charitable organizations (97); high net worth individuals (46).

**Which custodians does Cornerstone Management, Inc. use?**
Cornerstone Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Cornerstone Management, Inc. 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/125828

**What changed in Cornerstone Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $1,895,645,870 to $2,286,345,234 (+21%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $2,286,345,234
- Discretionary: $2,286,026,428
- Non-discretionary: $318,806

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 143 | $42,154,924 |
| High net worth individuals | 46 | $267,285,855 |
| Charitable organizations | 97 | $1,976,904,455 |

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

### Firm details
- Registered since: 2004 (22 years)
- Employees: 19 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, IN, MO, NC, NE, NH, PA, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cornerstonemgt.net
- LinkedIn @CORNERSTONE-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,317,886,245 | 16 | July 14, 2021 |
| October 2022 | $1,550,857,239 | 16 | March 17, 2022 |
| October 2023 | $1,344,939,354 | 16 | August 7, 2023 |
| October 2024 | $1,674,073,830 | 18 | August 19, 2024 |
| October 2025 | $1,895,645,870 | 18 | March 31, 2025 |
| October 2026 | $2,286,345,234 | 19 | July 2, 2026 |

Regulatory assets under management: $1,317,886,245 in the October 2021 data and $2,286,345,234 in the October 2026 data, up 73%.
Total employees: 16 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $1,895,645,870 to $2,286,345,234 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Management, Inc. (CRD 125828): Form ADV filing data as of October 2026.