Cornermen Financial LLC

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Assets, Funds, Holdings

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Cornermen Financial LLC
CRD #323179
SEC #801-126584
CIK #
AUM $143.7 M (2025-03-10)
Employees 3 (100% Investors, 0% Brokers)
Phone210-702-3961
Address1130 E Sonterra Blvd, Suite 130
San Antonio, TX 78258
Source [IAPD] [Website]
Total AUM ($M)
15012090603002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 329 53.2
(b) Individuals (high net worth individuals) 73 88.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 1.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 329 143.7
By Discretionary
Discretionary 329 143.7
Non-Discretionary 0 0.0
Total 329 143.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 143.7
Total 329 143.7
Comparable Firms State AUM ($B)
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Wilian Securities LLC
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BLOM & Howell Financial Planning Inc
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FPF FA LLC
NC 0.1
Crow Financial Advisors Ltd Co
NM 0.1
ZEIT Capital LLC
0.1
Star Capital Inc
MN 0.1
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