Firm profile

CORNERMEN FINANCIAL, LLC

SAN ANTONIO, TXCRD 323179Latest ADV March 3, 2026

Cornermen Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Antonio, TX. Its latest Form ADV filing, dated March 3, 2026, reports $173M in regulatory assets under management, 4 employees, and 780 accounts.

Assets Under Management
$173M
Employees
4
Offices
--
Total Clients
379
Primary office
SAN ANTONIO, TX
1130 E. SONTERRA BLVD, SUITE 130, SAN ANTONIO, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOHoward J. Rappaport

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 90.0% of total clients.
Top client categories% of clientsClients
1
Individuals
90.0%
341
2
HNWI
9.8%
37
3
Charitable
0.3%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$173Mas of March 3, 2026
Discretionary100.0%
$173M
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.

Total AUM$173M
Total Accounts780
10Y AUM Change+$173M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee95:1
10Y Employee Change+2 (+100.0%)

* 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.