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CORNERSTONE MANAGEMENT, INC.
CRD 125828File 801-63080
APPROVED
Retail clients
Custody
Filing as of Jul 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.29B
Top 25% of cohort (national)
Discretionary AUM
$2.29B
Non-discretionary $319K
Clients
286
1,514 accounts
Employees
19
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 11, 2004
- Principal office
- 3237 SATELLITE BLVD, SUITE 400, DULUTH, GA, 30096
- Phone
- 770-449-7799
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.29B
- Discretionary AUM
- $2.29B
- Non-discretionary AUM
- $319K
- Discretionary accounts
- 1,512
- Non-discretionary accounts
- 2
- Total accounts
- 1,514
- AUM per client
- $8.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 97 | $1.98B |
| High net worth individuals | 46 | $267.3M |
| Individuals (other than high net worth individuals) | 143 | $42.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2026 | Clients | 275 | 286 | increased by11 |
| Apr 1, 2026 | AUM | $1,895,645,870 | $2,286,345,234 | increased by$390,699,364 |
| Apr 1, 2026 | Accounts | 1,478 | 1,514 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 18 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 283 | 275 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,550,857,239 | $1,895,645,870 | increased by$344,788,631 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,574 | 1,478 | decreased by96 |
| Apr 1, 2022 | Clients | 289 | 283 | decreased by6 |
| Apr 1, 2022 | AUM | $1,317,886,245 | $1,550,857,239 | increased by$232,970,994 |
| Apr 1, 2022 | Accounts | 1,586 | 1,574 | decreased by12 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORNERSTONE MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORNERSTONE MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.