Cornerstone Financial Group,llc
● SEC registered since 2025CRD 129246SEC# 801-132992Omaha, NE
Reg. AUM
$292.2M
Employees
7
Accounts
950
Location
Omaha, NE
Cornerstone Financial Group,llc assets under management
Cornerstone Financial Group,llc operates as an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2025. It reports $292.2 million in regulatory assets under management and employs 7 people.
Cornerstone Financial Group,llc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Dirk Hoppen Control | Partner | 50-75% | 2018 |
| Jonathan G Kasting | Chief Compliance Officer | Under 5% | 2025 |
| Reuben Joseph Brauer Control | Partner, Senior Financial Planner | 10-25% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Cornerstone Financial Group,llc manage?
Cornerstone Financial Group,llc reports $292.2 million in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Financial Group,llc have?
Cornerstone Financial Group,llc reports 7 employees.
Where is Cornerstone Financial Group,llc located?
Cornerstone Financial Group,llc is based in Omaha, NE and has been SEC-registered since 2025.
Does Cornerstone Financial Group,llc disclose fund performance?
Cornerstone Financial Group,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11225 Davenport Street, Suite 102, Omaha, NE 68154 |
| Phone | 402-758-0700 |
| Fax | 402-758-0743 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$292.2M▲ 18%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$292.2Mregulatory AUM
Discretionary $292.2M