CORNERSTONE MANAGEMENT, INC.
Firm details
- Headquarters
- DULUTH, Georgia
- CRD number
- 125828
- Registered since
- May 11, 2004
- Website
- cornerstonemgt.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Charitable Organizations86.47%
- HNWI11.69%
- Individuals1.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cornerstone Management, Inc. is an independent, owner-operated registered investment adviser that has been SEC-registered since 2004. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator that combines portfolio management with financial planning and pension consulting. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and the selection of third‑party advisers. Fee arrangements are flexible and include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm’s FINTRX snapshot indicates it does not position itself 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 Funds61%
- US Government Bonds12%
- Exchange Traded Equities11%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds3%
Owners & executives
3 of 4SAMUEL RICHWINE
Chief Operating OfficerCRD 5418599
BRYAN TAYLOR
CEO & Chief Investment OfficerCRD 2681836
Lisa Smith
Chief Compliance OfficerCRD 7706039
Contacts
3 of 5KATHRYN Massoni
Junior Portfolio ManagerCRD 6720137
Andrea Frant
AssociateCRD 7234459
CHAD CRAWFORD
Lead Portfolio Manager / Investment ConsultantCRD 6256480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$666M in ETFs
79%
$524M
21%
$142M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $150M | 343,333 | 22.52% |
Location
DULUTH, GA
GWINNETT
Location
DULUTH, GA
Headquartered in DULUTH, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- GWINNETT
- Address
- 3237 Satellite Blvd
- Time zone
- ET (UTC-5)
- Office locations
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