Cornerstone Financial Group,LLC
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 129246
- Registered since
- June 16, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.37%
- Individuals16.19%
- Corporations / Businesses3.65%
- Charitable Organizations0.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cornerstone Financial Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional and business accounts, offering financial planning and portfolio management across retail and small-business/institutional segments. Its fee arrangements include percentage-of-assets, hourly charges, and fixed fees. Cornerstone identifies as an active ESG investor and reports allocating capital across public funds, mutual funds, and selected alternative managers.
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 Funds89%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
- Other2%
Owners & executives
1 of 1Jonathan Kasting
Chief Compliance OfficerCRD 7176479
Contacts
3 of 5James Brauer
Associate Financial PlannerCRD 8043747
Reuben Brauer
Partner, Senior Financial PlannerCRD 5887664
Allison Cerven
Financial PlannerCRD 6385657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$188M in ETFs
87%
$164M
12%
$24.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $14.4M | 158,282 | 7.63% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 11225 Davenport St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Hiley Hunt Wealth Management, Inc.
RIAOmaha, NE
Interalpen Partners, LLC
RIAOmaha, NE
Nabity-Jensen Investment Management, Inc.
RIAOmaha, NE
Pflug Koory, LLC
RIAOmaha, NE
Bazis Private Wealth, LLC
RIAOmaha, NE
Revolution Capital, LLC
RIAOmaha, NE