Cornerstone Financial
Cornerstone Financial is an SEC-registered mass-market adviser with $118.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Cornerstone Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125494, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $118.0M (2026-06-29)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 200
- CRD
- 125494
- Ownership
- DUSICK, DONALD, MICHAEL
How much AUM does Cornerstone Financial have?
Cornerstone Financial reported $118.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Cornerstone Financial?
Disclosed owners and executives of Cornerstone Financial include DUSICK, DONALD, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.