Cornerstone Management, Inc.
● SEC registered since 2004CRD 125828SEC# 801-63080Duluth, GA
Reg. AUM
$2.29B
Employees
19
Accounts
1,514
Location
Duluth, GA
Cornerstone Management, Inc. assets under management
Cornerstone Management, Inc. is an SEC-registered investment adviser based in Duluth, GA. The firm has been registered since 2004. It reports $2.3 billion in regulatory assets under management and employs 19 people.
Cornerstone Management, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Charles Taylor Control | Principal | 50-75% | 1999 |
| Bryan Charles Taylor Control | Chief Investment Officer And Chief Executive Officer | Under 5% | 2005 |
| Lisa Ellen Smith Control | Chief Compliance Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Cornerstone Management, Inc. manage?
Cornerstone Management, Inc. reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Management, Inc. have?
Cornerstone Management, Inc. reports 19 employees.
Where is Cornerstone Management, Inc. located?
Cornerstone Management, Inc. is based in Duluth, GA and has been SEC-registered since 2004.
Does Cornerstone Management, Inc. disclose fund performance?
Cornerstone Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3237 Satellite Blvd, Suite 400, Duluth, GA 30096 |
| Phone | 770-449-7799 |
| Fax | 770-449-7050 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.29B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$2.29Bregulatory AUM
Discretionary $2.29BNon-discretionary $319K