CORNERSTONE FINANCIAL GROUP
Firm details
- Headquarters
- APPLETON, Wisconsin
- CRD number
- 324255
- Registered since
- January 3, 2023
- Website
- cfgwi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals50.96%
- HNWI49.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Cornerstone Financial Group is an independent registered investment adviser formed as a limited liability company and SEC-registered in 2023. The firm focuses on serving individual and family clients through financial planning and portfolio management for both households and small businesses, and it also provides pension consulting services for business and institutional clients. Compensation is a mix of percentage-of-AUM, hourly fees, and fixed fees. Cornerstone lists an insurance company among its industry affiliations and uses third-party investment managers for alternative strategies rather than acting as a capital allocator itself.
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 Funds49%
- Exchange Traded Equities48%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1TROY LEONARD
Chief ExecutiveCRD 5899672
Contacts
3 of 4Jesse Dunsmore
ParaplannerCRD 6313028
GUY MCCAULEY
Executive VPCRD 6267964
Bolan Montgomery
Investment AdvisorCRD 7049169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$186M in ETFs
84%
$156M
16%
$30.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY) | State Street | Passive | High Yield Bond | $38.6M | 1,653,907 | 20.73% |
Location
APPLETON, WI
OUTAGAMIE
Location
APPLETON, WI
Headquartered in APPLETON, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- OUTAGAMIE
- Address
- 158 E Northland Ave
- Time zone
- CT (UTC-6)
- Office locations
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