Cornerstone Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Duluth, GA. Its latest Form ADV filing, dated March 26, 2026, reports $2.3B in regulatory assets under management, 19 employees, and 1,514 accounts.
Assets Under Management
$2.3B
Employees
19
Offices
--
Total Clients
286
Primary office
DULUTH, GA
3237 SATELLITE BLVD, SUITE 400, DULUTH, GA, United States
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
143
2
Charitable
33.9%
97
3
HNWI
16.1%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 26, 2026
Discretionary100.0%
$2.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$319K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.3B
Total Accounts1,514
10Y AUM Change+$1.5B (+201.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee15:1
10Y Employee Change+6 (+46.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.