CORNBELT FINANCIAL, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 299617
- Website
- www.cornbeltfinancial.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Cornbelt Financial, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. Additionally, it engages in educational seminars and workshops to enhance financial literacy among its clients. Cornbelt Financial is not classified as a capital allocator and does not actively invest in ESG (Environmental, Social, and Governance) initiatives. The firm operates under a fee structure that includes a percentage of assets under management (AUM) and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Cash & Cash Equivalents30%
- Exchange Traded Equities10%
Owners & executives
1 of 1Adam Carr
Founder & CEOCRD 6910086
Contacts
1 of 1Sean McCormack
Investment Advisor RepresentativeCRD 5549846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 44 Cook St
- Time zone
- MT (UTC-7)
- Office locations
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