$118.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
200 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-24-2018
- Office Locations
- 1
Office Locations
275 14th Street NW Atlanta GA
About Cornerstone Financial
Cornerstone Financial is an Atlanta-based boutique RIA serving retail clients, including entrepreneurs, with holistic financial planning—investment planning, tax and estate strategies, insurance, and charitable giving. Portfolios emphasize asset allocation and risk management using mutual funds and ETFs, with custody through Fidelity/NFS.
Team overview
57 AVG AGE
$39.3M AVG AUM / ADVISOR
$590.0K AVG AUM / CLIENT
5.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Horizon
Client Personas
Prime
Custodian
Vertex radial
Investment Themes
Frontier optima
Investment Vehicles
Element radial
Services
Vital pathway Radial Legacy capital Pioneer eagle
Owner & Executives
D
DONALD MICHAEL DUSICK JR
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #1543107
- Ownership
- 75% or more
(698) 683-3754
capital.glacier@signalcapital.com
in linkedin.com/in/element-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
LEON E. FRUSH III
--
- CRD
- #1639367
(208) 241-8358
element.insight@vectorcapital.com
in linkedin.com/in/timber-peak
DAVID ALAN SUMMERS
Financial Planner
- CRD
- #4493361
(842) 878-3175
north.value@summitcapital.com
in linkedin.com/in/focus-signal
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $118,000,000 | $376,997 |
| Total | $118,000,000 | $376,997 |
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Separately Managed Accounts
Total SMA Asset: $118,000,000
Public Funds:
42.6% Equity - Exchange:
9.6% Cash:
36.0% U.S. Government/Agency:
11.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,095,523,298 | 42.6% |
| Equity - Exchange | $697,582,715 | 9.6% |
| Cash | $2,615,935,181 | 36.0% |
| U.S. Government/Agency | $857,445,420 | 11.8% |
| Total | $7,266,486,614 | 100.0% |