PPrivate Fund Data
Log in Join · $37/mo
CompaniesFundsPeopleRankingsScreener
Log in Join · $37/mo

Cornerstone Trust Management Services LLC

● SEC registered since 2014CRD 170864SEC# 801-79734Altamonte Springs, FL
Export (members)
Reg. AUM
$1.08B
Employees
2
Accounts
1
Location
Altamonte Springs, FL

Cornerstone Trust Management Services LLC assets under management

Cornerstone Trust Management Services LLC is an SEC-registered investment adviser based in Altamonte Springs, FL. The firm has been registered since 2014. It reports $1.1 billion in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Cornerstone Trust Management Services LLC owners & executives

14 reported
NameTitleOwnershipSince
Cemetery Management Services, L.L.C. ControlSole MemberOver 75%2001
Karen Sue Sheean ControlChief People OfficerUnder 5%2023
Lilly Ho Donohue ControlChief Executive Officer And PresidentUnder 5%2022
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Cornerstone Trust Management Services LLC manage?

Cornerstone Trust Management Services LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Trust Management Services LLC have?

Cornerstone Trust Management Services LLC reports 2 employees.

Where is Cornerstone Trust Management Services LLC located?

Cornerstone Trust Management Services LLC is based in Altamonte Springs, FL and has been SEC-registered since 2014.

Does Cornerstone Trust Management Services LLC disclose fund performance?

Cornerstone Trust Management Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address955 Keller Road, Suite 1500, Altamonte Springs, FL 32714
Phone215-826-2800
Fax215-826-2852
Office hours9:00 a.m. - 5:00 P.M Eastern Time Zone
SEC regionMiami Regional Office (MIRO)
CIK1489416
Discloses disciplinary historyYes

Regulatory AUM

$1.08B▼ 7%
Mar '25 — $1.16BApr '25 — $1.16BMay '25 — $1.16BJun '25 — $1.16BJul '25 — $1.16BAug '25 — $1.16BSep '25 — $1.16BOct '25 — $1.16BNov '25 — $1.16BDec '25 — $1.16BJan '26 — $1.16BFeb '26 — $1.16BMar '26 — $1.08BApr '26 — $1.08BMay '26 — $1.08BJun '26 — $1.08B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$1.08Bregulatory AUM
Discretionary $0Non-discretionary $1.08B