Data / Investment advisers / Georgia / Cornerstone Financial
Cornerstone Financial, Atlanta, GA: $118 million AUM, SEC registered investment adviser
Cornerstone Financial is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $118 million in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 125494
- SEC file number
- 801-135811
- SEC status
- Approved, effective April 10, 2026
- Legal name
- Cornerstone Financial Management, LLC
- Main office
- 275 14th Street NW, Atlanta, GA 30318
- Phone
- (404) 874-3111
- Website
- corstonefinancial.com
- Regulatory AUM
- $118,000,000 in the Form ADV filed June 29, 2026
- Non discretionary AUM
- $118,000,000
- Accounts
- 313
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $90 million |
| Individuals (other than high net worth individuals) | 141 | $28 million |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Linx Partners, LLC | Atlanta | $131.4 million | 7 | adviserinfo.sec.gov |
| The Marin Group Inc. | Atlanta | $128.1 million | Not listed | adviserinfo.sec.gov |
| Berkeley Advisors, Inc. | Atlanta | $125.3 million | Not listed | adviserinfo.sec.gov |
| CMC Financial Group, LLC | Atlanta | $119.3 million | Not listed | adviserinfo.sec.gov |
| Financial Discovery | Atlanta | $118.3 million | Not listed | adviserinfo.sec.gov |
| McCormack Financial Planning Inc. | Atlanta | $115.7 million | Not listed | adviserinfo.sec.gov |
| Infinite Giving Advisory Services, Inc. | Atlanta | $112.8 million | Not listed | adviserinfo.sec.gov |
| Skypoint Capital Advisors, LLC | Atlanta | $109 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Cornerstone Financial on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.