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| Keyboard |
| Cornermen Financial LLC
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|---|---|
| CRD # | 323179 |
| SEC # | 801-126584 |
| CIK # | |
| AUM | 172.7 M (2026-03-03) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 210-702-3961 |
| Address | 1130 E Sonterra Blvd, Suite 130 San Antonio, TX 78258 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 341 | 114.6 |
| (b) Individuals (high net worth individuals) | 37 | 56.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 780 | 172.7 |
| By Discretionary | ||
| Discretionary | 780 | 172.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 780 | 172.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.7 | |
| Total | 780 | 172.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Individual Asset Management Inc
✚
|
CA | 173.1 M |
|
Cifuentes Wealth Partners LLC
✚
|
FL | 173.1 M |
|
Wabash Capital Inc
✚
|
IN | 173.0 M |
|
Stronghold Wealth Management LLC
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|
FL | 172.9 M |
|
Ridgeline Wealth LLC
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|
AZ | 172.8 M |
|
Wealth Management Solutions LLC
✚
|
AZ | 172.6 M |
|
The Heaton Hoppes Group LLC
✚
|
IA | 172.5 M |
|
White Sand Wealth Management LLC
✚
|
MO | 172.4 M |
|
Wealthguard Advisors Inc
✚
|
CA | 172.4 M |
|
Davidson Wealth Management LLC
✚
|
NJ | 172.4 M |