Cornerstone Financial Management, LLC
● SEC registered since 2026CRD 125494SEC# 801-135811Atlanta, GA
Reg. AUM
$118M
Employees
3
Accounts
313
Location
Atlanta, GA
Cornerstone Financial Management, LLC assets under management
Cornerstone Financial Management, LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2026. It reports $118 million in regulatory assets under management and employs 3 people.
Cornerstone Financial Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Michael Dusick Control | Owner, Cco, Iar | Over 75% | 1991 |
Frequently asked questions
How much does Cornerstone Financial Management, LLC manage?
Cornerstone Financial Management, LLC reports $118 million in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Financial Management, LLC have?
Cornerstone Financial Management, LLC reports 3 employees.
Where is Cornerstone Financial Management, LLC located?
Cornerstone Financial Management, LLC is based in Atlanta, GA and has been SEC-registered since 2026.
Does Cornerstone Financial Management, LLC disclose fund performance?
Cornerstone Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 275 14th Street NW, Atlanta, GA 30318 |
| Phone | 404-874-3111 |
| Fax | 404-874-3160 |
| Office hours | 8-4 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$118MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$118Mregulatory AUM
Discretionary $0Non-discretionary $118M