Cornerstone Financial Group,llc
Cornerstone Financial Group,llc is an SEC-registered mass-market adviser in Omaha, NE with $292.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Cornerstone Financial Group,llc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129246, SEC 801-132992, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $292.2M (2026-06-08)
- Firm type
- Mass-Market Adviser
- Location
- Omaha, NE
- Employees
- 7
- Clients
- 349
- CRD
- 129246
- Ownership
- ENGSKOV, DALE, ROBERT; HOPPEN, DAVID; HOPPEN, DAVID, DIRK; BRAUER, REUBEN, JOSEPH; KASTING, JONATHAN, GLENN
How much AUM does Cornerstone Financial Group,llc have?
Cornerstone Financial Group,llc reported $292.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Cornerstone Financial Group,llc?
Disclosed owners and executives of Cornerstone Financial Group,llc include ENGSKOV, DALE, ROBERT, HOPPEN, DAVID, HOPPEN, DAVID, DIRK, BRAUER, REUBEN, JOSEPH, KASTING, JONATHAN, GLENN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.