firm profile
Cornerstone Management, Inc.
Overview
Cornerstone Management, Inc. is an SEC registered investment adviser based in Duluth, GA, registered since 2004. It reports $2.3B in assets under management across 1,514 accounts, with 19 employees. It has 9 investment adviser representatives.
- Reported AUM
- $2.3B
- Discretionary
- 100%
- Accounts
- 1,514
- Average account
- $1.5M
- Employees
- 19
- Advisory reps
- 9
- Registered since
- 2004
- Jurisdictions
- 12
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Bryan Charles Taylor Principal, Chief Investment Officer, Chief Executive Officer CRD 2681836
- Samuel Winters Richwine III Chief Operating Officer, Principal CRD 5418599
- Tamara Sillay Richwine Chief Compliance Officer, Principal, Chief Financial Officer CRD 1234051
1 more executive officer, with direct contact details
Advisory reps 3 of 9
- Elizabeth Grace Caughman Investment Adviser Rep CRD 7394788
- Chad Anthony Crawford Investment Adviser Rep CRD 6256480
- Andrea Priscilla Frant Investment Adviser Rep CRD 7234459
6 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 3237 Satellite Blvd Ste 400
Duluth, GA 30096 - County
- Gwinnett
- Metro area
- Atlanta-Sandy Springs-Alpharetta, GA
- Region
- South
Registrations
- SEC registered
- Registered in 12 jurisdictions
- Website: cornerstonemgt.net
Every state, with registration dates
Similar firms near Duluth
- Pfs Investments Inc.Duluth, GA$15.5B AUM
- C.W. O'Conner Wealth Advisors, Inc.Duluth, GA$265M AUM
- Evans Wealth ManagementDuluth, GA$111M AUM
- Legacy Partner GroupDuluth, GA$85M AUM
- Stanhouse Financial Planning and Management, LLCDuluth, GA$33.3M AUM
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