ALTAMONTE SPRINGS, FLCRD 170864Latest ADV March 24, 2026
Cornerstone Trust Management Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Altamonte Springs, FL. Its latest Form ADV filing, dated March 24, 2026, reports $1.1B in regulatory assets under management, 2 employees, and 1 account.
Assets Under Management
$1.1B
Employees
2
Offices
--
Total Clients
<5
Primary office
ALTAMONTE SPRINGS, FL
955 KELLER ROAD, SUITE 1500, ALTAMONTE SPRINGS, FL, United States
Top client segmentIrrevocable Trusts/Estates represent 100.0% of total clients.
Top client categories% of clientsClients
1
Irrevocable Trusts/Estates
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 24, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.1B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts1
10Y AUM Change+$280M (+35.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee1:1
10Y Employee Change-1 (-33.3%)
* 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.