CRD: 140967
Cornerstone Financial Management LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 9, 2025 and March 26, 2026, reported AUM increased 23.5%, from $135.2M to $167.0M.
Across 3 reported observations, AUM increased 46.6% between March 29, 2024 and March 26, 2026, from $113.9M to $167.0M.
Of the latest reported AUM, 99.0% is discretionary and 1.0% is non-discretionary.
The firm reports 4 advisory representatives and 108 clients, or 27 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 3 reported office locations and 20 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cornerstone Financial Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
--
- 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
SMA allocation detail is available
Cornerstone Financial Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Cornerstone Financial Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.