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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Meridian unison
- Established Date
- 03-29-2019
- Office Locations
- 2
Office Locations
About Cornell Capital Group LLC
Cornell Capital Group is an independent RIA serving individuals and families with long-term portfolio management. It applies modern finance theory and valuation-aware adjustments to seek an optimized risk/return mix, implemented largely with ETFs and high-quality fixed income. Custodied at Charles Schwab for transparent, anytime access. Principals invest alongside clients and the firm does not sell brokerage products, reducing conflicts.
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Owner & Executives
Andrew Cornell
Director
- CRD
- #7080451
- Ownership
- 50% but less than 75%
Shaun Clinton Cornell
Chief Compliance Officer, Managing Member, President
- CRD
- #7079917
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Warren Bradford Cornell
President
- CRD
- #7139444
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,185,596 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,185,596 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,185,596
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $359,453,251 | 14.6% |
| U.S. Government/Agency | $888,785,093 | 36.1% |
| Corporate - Investment Grade | $332,371,157 | 13.5% |
| Cash | $881,399,066 | 35.8% |
| Total | $2,462,008,567 | 100.0% |