Link copied!
Fund Codex
Cornerstone Management, Inc.
Find a fund
Fund Codex
About Fund Codex
Copyright © 2022 and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Cornerstone Management, Inc. Share
Link copied!

Table of Contents
Map Loading...
Overview Share
Link copied!
Back to Top
Peachtree Corners, Georgia
$1.1 billion AUM
2 offices

Cornerstone Management, Inc. is based in Peachtree Corners, Georgia and has $1.1 billion in assets under management.

655 Engineering Drive
Suite 110
Peachtree Corners, GA 30092
$1.1 billion
AUM Share
Link copied!
Back to Top
Assets under management
1,502 clients
Number of clients
Average investment size is $719,072
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 162 $50,228,182 5% $310,051
High net worth individuals 33 $205,304,782 19% $6,221,357
Pension and profit sharing plans Fewer than 5 clients $2,164,848
Charitable organizations 77 $822,348,155 76% $10,679,846
Other corporations or businesses Fewer than 5 clients $471
Employees Share
Link copied!
Back to Top
Investment analysts
38% of total employees
AUM per employee Share
Link copied!
Back to Top
Assets under management
AUM per employee
AUM per investment analyst
About Share
Link copied!
Back to Top

Cornerstone Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Cornerstone Management, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
Link copied!
CRD number 125,828
SEC number 801-63080
Legal structure Corporation
Legal governance Georgia, United States
Latest ADV filing date April 14, 2020

More Funds

See all...
Alpha Fiduciary
Fund: $504,758,433
Havens Advisors
Fund: $151,717,692
Main Management, LLC
Fund: $864,026,978
Evermay Wealth Management, LLC
Fund: $653,953,643
Horizon Asset LLP
Fund: Under $1 billion
Independent Franchise Partners LLP
Fund: $15,830,638,008
Portfolio Strategies Inc NY
Fund: $494,052,405
STG Partners, LLC
Fund: $1,071,069,245

Other Funds

See all...
Westhampton Capital
Fund: $154,187,817
Ruggaard & Associates, Inc.
Fund: $195,625,342
Cerasus Advisors Inc
Fund: $195,399,505
Downtown Investment Advisory
Fund: $146,811,754
Monarch Wealth Strategies
Fund: $210,959,109
Dash Investments
Fund: $194,341,709
Heitman Capital Management LLC
Fund: $5,048,590,123
WRB Serra Partners
Fund: Under $1 billion
Boyu Capital
Fund: Under $1 billion

All of Fund Codex

See all...

Similar Funds to Cornerstone Management, Inc.

See all...
Cornerstone Advisors Inc
Fund: $3,960,599,929
Cornerstone Management, Inc.
Fund: $1,080,046,438
Cornerstone Capital Inc.
Fund: $1,144,846,099
Cornerstone Capital Management, Inc.
Fund: Under $1 billion
Kornerstone, Inc.
Fund: $407,636,540
Cornerstone Capital, Inc.
Fund: $1,072,814,018