Cornell Capital Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 301002
- Website
- www.cornell-capital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- US Government Bonds40%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Shaun Cornell
PresidentCRD 7079917

Andrew Cornell
Research Director and Co-FounderCRD 7080451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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