Cornerstone Financial Group,Llc is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated April 23, 2026, reports $292M in regulatory assets under management, 7 employees, 4 offices, and 950 accounts.
Assets Under Management
$292M
Employees
7
Offices
4 offices
Total Clients
349
Primary office
OMAHA, NE
11225 DAVENPORT STREET, SUITE 102, OMAHA, NE, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
249
2
HNWI
27.5%
96
3
Corporations
0.9%
3
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$292Mas of April 23, 2026
Discretionary100.0%
$292M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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$292M
Total Accounts950
10Y AUM Change+$45M (+18.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee50:1
10Y Employee Change+1 (+16.7%)
* 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.