CRD: 140967
Cornerstone Financial Management LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-09-2006
- Office Locations
- 3
Office Locations
About Cornerstone Financial Management LLC
Cornerstone Financial Management is an independent, fee-only fiduciary providing personalized financial planning and investment management through an organize plan implement process. The team holds CFP, CFA, CAIA and CKA designations with 50+ years of combined experience, and uses evidence-based, research-driven investing with options to integrate client values. Works in-person or virtually; custodies with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Kevin Arruda
Chief Compliance Officer, Partner
- CRD
- #5356913
- Ownership
- 50% but less than 75%
GEORGE E. NEWFIELD
Partner
- CRD
- #5540958
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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TAMARA FAITH NOTARIANNI
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- CRD
- #7529060
THEODORE RODERICK YOOS
Partner
- CRD
- #4573507
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $165,331,270 | $373,208 |
| Non-Discretionary | $1,660,641 | $1,660,641 |
| Total | $166,991,911 | $376,108 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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