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 organized as a limited liability company and SEC-registered in 2023. The firm focuses on individual and family clients while also providing portfolio management for small businesses and for businesses or institutions. Its advisory services include financial planning, discretionary portfolio management and pension consulting. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and identifies an affiliation with an insurance company, indicating insurance product distribution or a strategic relationship alongside its advisory practice. Cornerstone does not identify as an active ESG investor.
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 1
Troy Leonard
Chief ExecutiveCRD 5899672
Contacts
3 of 4
Jesse 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 15Active vs passive
$188M in ETFs
82%
$153M
18%
$34.6M
| 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 | $38.5M | 1,643,374 | 20.50% |
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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