Cornerstone Trust Management Services LLC
Firm details
- Headquarters
- Altamonte Spirngs, Florida
- CRD number
- 170864
- Registered since
- May 23, 2014
- Custodians
- REGIONS BANK
- Fee structure
- Percentage of AUM
- Client types
- Other100%
Firm profile
FINTRXOverview
Cornerstone Trust Management Services LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2014. The firm operates under a percentage-of-AUM fee model and is owned by a mix of a domestic entity and an individual. It is not structured as a capital allocator, is not a multi-state adviser, and does not market itself as an active ESG investor, pension consultant, or related adviser to another registered firm. The firm’s filings indicate it provides trust/wealth management services on a non-discretionary basis.
Assets & Accounts
Investments & Alternatives
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
- Private Funds93%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds1%
Owners & executives
3 of 4Lilly Donohue
Chief Executive Officer and PresidentCRD 2480580
William Corbett
Chief Investment OfficerCRD 7894485
Karen Sheean
Chief People OfficerCRD 6040573
Contacts
1 of 1
Lorena Trujillo
General Counsel and SecretaryCRD 7506563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Altamonte Spirngs, FL
Seminole
Location
Altamonte Spirngs, FL
Headquartered in Altamonte Spirngs, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Seminole
- Address
- 955 Keller Rd
- Time zone
- ET (UTC-5)
- Office locations
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