Cornell Capital Group LLC

Overview

Cornell Capital Group LLC is a small, fee-based advisory firm that manages portfolios for high-net-worth individuals, families and closely held businesses. The firm’s stated preference is equity-centric investing, with a noticeable reliance on exchange-traded instruments and pooled vehicles for core exposure. Cornell Capital Group charges a percentage of assets under management and delivers discretionary portfolio management predominantly through separately managed accounts tailored to individual client needs. The adviser does not position itself as an active ESG investor and operates under a single-state regulatory footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices