CORNERMEN FINANCIAL, LLC

Overview

Cornermen Financial, LLC is an independent registered investment adviser that began SEC registration in 2022 and operates as a limited liability company under individual ownership. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Cornermen Financial charges clients on a percentage‑of‑AUM basis for managed portfolios and also offers hourly billing for planning or advisory work. Investment preferences skew toward public equities: the firm reports a clear equity tilt and substantial use of exchange‑traded instruments across client accounts. It does not identify as an active ESG investor. Cornermen Financial lists an insurance company among its industry affiliations and functions as a multi‑service adviser that combines direct portfolio management with access to outside managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices