C
CRD: 137878
Cornerstone Financial Consulting LLC
$3.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
20 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Matrix
- Established Date
- 01-13-2006
- Office Locations
- 1
Office Locations
-- Arkadelphia AR
About Cornerstone Financial Consulting LLC
Cornerstone Financial Consulting LLC is a boutique RIA in Arkadelphia, AR providing financial planning alongside tax/estate and insurance planning and portfolio management for retail clients. Investment implementation centers on ETFs and U.S. government/agency bonds, with an asset-allocation and risk-management approach. Uses Altruist as a custodian.
Team overview
51 AVG AGE
$3.0M AVG AUM / ADVISOR
$374.5K AVG AUM / CLIENT
20.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Matrix momentum
Investment Themes
Quantum atlas Focus pioneer
Services
Value Zenith delta Element delta Quantum Oak quantum Zenith
Technology
Wave eagle
Owner & Executives
C
CHRISTOPHER WAYNE BRUNE
Director, President
- CRD
- #2690341
- Ownership
- 75% or more
(722) 469-6140
summit.harbor@alphacapital.com
in linkedin.com/in/capital-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,995,917 | -- |
| Total | $2,995,917 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,995,917
Equity - Exchange:
14.6% U.S. Government/Agency:
27.0% Cash:
26.6% Corporate - Investment Grade:
14.6% Other:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $760,430,183 | 14.6% |
| U.S. Government/Agency | $1,406,274,996 | 27.0% |
| Cash | $1,385,441,292 | 26.6% |
| Corporate - Investment Grade | $760,430,183 | 14.6% |
| Other | $895,849,256 | 17.2% |
| Total | $5,208,425,910 | 100.0% |