Cornerstone Enterprises, LLC
● SEC registered since 2023CRD 324255SEC# 801-127126Appleton, WI
Reg. AUM
$220.2M
Employees
5
Accounts
1,429
Location
Appleton, WI
Cornerstone Enterprises, LLC assets under management
Cornerstone Enterprises, LLC is a registered investment adviser overseen by the SEC based in Appleton, WI. The firm has been registered since 2023. It reports $220.2 million in regulatory assets under management and employs 5 people.
Cornerstone Enterprises, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Leonard Financial LLC Control | Managing Member | Over 75% | 2022 |
| McCauley Algoma Holdings LLC | Member | 10-25% | 2022 |
| Troy Michael Leonard Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Cornerstone Enterprises, LLC manage?
Cornerstone Enterprises, LLC reports $220.2 million in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Enterprises, LLC have?
Cornerstone Enterprises, LLC reports 5 employees.
Where is Cornerstone Enterprises, LLC located?
Cornerstone Enterprises, LLC is based in Appleton, WI and has been SEC-registered since 2023.
Does Cornerstone Enterprises, LLC disclose fund performance?
Cornerstone Enterprises, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 158 E Northland Ave, Appleton, WI 54911 |
| Phone | 920-832-3821 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1987314 |
| Discloses disciplinary history | No |
Regulatory AUM
$220.2M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$220.2Mregulatory AUM
Discretionary $219.5MNon-discretionary $695K