Cornell Capital Group LLC

RIAState Registered
Total AUM
$81.2M
Discretionary
$81.2M
100% of AUM
Avg account
$5.4M
Accounts
15
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
301002
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Cornell Capital Group LLC is an independent, privately owned registered investment adviser that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm operates as a limited liability company with an owner-type listed as individual and charges fees as a percentage of assets under management. Its stated advisory activity centers on discretionary portfolio management rather than pension consulting, related-adviser services, or multi-state or ESG-focused mandates. The firm does not position itself as a capital allocator; its model appears to combine direct management of client portfolios with selective use of outside managers for specific alternative exposures. Client relationships are traditional wealth-management engagements rather than institutional or family-office mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, US Government Bonds 40%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 2%54%
  • Exchange Traded Equities54%
  • US Government Bonds40%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Shaun Cornell

    Shaun Cornell

    PresidentCRD 7079917

  • Andrew Cornell

    Andrew Cornell

    Research Director and Co-FounderCRD 7080451

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth