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CORNERSTONE FINANCIAL MANAGEMENT LLC
CRD 140967File 801-130130
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$167.0M
Bottom 25% of cohort (national)
Discretionary AUM
$165.3M
Non-discretionary $1.7M
Clients
108
444 accounts
Employees
7
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 30, 2024
- Principal office
- 10 MALL ROAD, SUITE 301, BURLINGTON, MA, 01803-4131
- Phone
- 800-527-1238
- Website
- HTTP://WWW.CORNERSTONEFM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $167.0M
- Discretionary AUM
- $165.3M
- Non-discretionary AUM
- $1.7M
- Discretionary accounts
- 443
- Non-discretionary accounts
- 1
- Total accounts
- 444
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $1.4M |
| High net worth individuals | 49 | $139.9M |
| Individuals (other than high net worth individuals) | 52 | $25.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.