Cornerstone Financial Group
Cornerstone Financial Group is an SEC-registered mass-market adviser in Appleton, WI with $220.2M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Cornerstone Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324255, SEC 801-127126, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $220.2M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Location
- Appleton, WI
- Employees
- 5
- Clients
- 579
- CRD
- 324255
- Ownership
- LEONARD, TROY, MICHAEL; MCCAULEY ALGOMA HOLDINGS LLC; LEONARD FINANCIAL LLC; MCCAULEY, GUY
How much AUM does Cornerstone Financial Group have?
Cornerstone Financial Group reported $220.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Cornerstone Financial Group?
Disclosed owners and executives of Cornerstone Financial Group include LEONARD, TROY, MICHAEL, MCCAULEY ALGOMA HOLDINGS LLC, LEONARD FINANCIAL LLC, MCCAULEY, GUY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.