$951.8M Total AUM
$796.4M Disc. AUM
44.5% 3Y CAGR
21 Employees
1,251 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-13-2020
- Office Locations
- 10
Office Locations
12 East Worcester Street Worcester MA
1555 Bonaventure Blvd #1018 Weston FL
1607 Fm306, Suite 502 NEW Braunfels TX
About Cornerstone Planning Group
Cornerstone Planning Group is an independent RIA providing financial planning and investment management, with planning that can include tax and estate considerations and insurance coordination. Portfolios are implemented primarily with ETFs and public funds, and the team supports advisor workflows on platforms like Black Diamond and Envestnet MoneyGuide, with custody through Schwab/TD Ameritrade.
Team overview
44 AVG AGE
$59.5M AVG AUM / ADVISOR
$760.9K AVG AUM / CLIENT
3 yrs AVG TENURE
21 Employees
16 Advisory Reps
16 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Quantum north Fusion Vertex Harbor Unison quantum Oak Insight
Client Personas
Wave alpha
Custodian
Signal glacier
Investment Themes
Vital Bridge insight
Investment Vehicles
Unison Catalyst vector
Platform
Vector Catalyst
Services
Legacy Insight radial Catalyst quantum Ridge ember Horizon Wave
Owner & Executives
C
CARMINE CORINO
Founder, Owner
- CRD
- #4664528
- Ownership
- 75% or more
(563) 639-6834
summit.legacy@vertexcapital.com
in linkedin.com/in/prime-summit
W
WALTER ALAN GILMORE
Chief Compliance Officer
- CRD
- #1996728
- Ownership
- Less than 5%
(335) 498-7177
insight.insight@vertexcapital.com
in linkedin.com/in/fusion-glacier
P
Pathway focus
Peak focus zenith
- CRD
- #34206
- Ownership
- 2.5%
(389) 814-7322
fusion.prime@vectorcapital.com
in linkedin.com/in/meridian-pioneer
Showing 2 of 3 owners & executives
Unlock allContacts
J
James Andrew Allen
Owner
- CRD
- #2907107
(496) 368-7109
ember.north@timbercapital.com
in linkedin.com/in/ember-capital
T
Tyler Allen
Investment Specialist
- CRD
- #6938713
(544) 422-9354
radial.north@legacycapital.com
in linkedin.com/in/zenith-alpha
A
Atlas optima
Matrix foundation
- CRD
- #64300
(479) 864-3377
crest.ember@crestcapital.com
in linkedin.com/in/pioneer-value
Showing 2 of 22 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $796,422,098 | $265,740 |
| Non-Discretionary | $155,426,023 | $3,378,827 |
| Total | $951,848,121 | $312,799 |
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Separately Managed Accounts
Total SMA Asset: $951,848,121
Equity - Exchange:
43.5% Public Funds:
11.3% Cash:
13.2% Municipal Bonds:
15.5% U.S. Government/Agency:
16.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,968,653,379 | 43.5% |
| Public Funds | $511,397,314 | 11.3% |
| Cash | $597,384,474 | 13.2% |
| Municipal Bonds | $701,474,192 | 15.5% |
| U.S. Government/Agency | $746,730,592 | 16.5% |
| Total | $4,525,639,951 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY OPTIMA ELEMENT | VITAL FUSION | DD2BAWIRL | LZO | 7.48% | $86,795,319 |
| MATRIX PEAK FOCUS | FRONTIER MATRIX | 685HS4RRR | TNQ | 0.95% | $40,509,302 |
| CREST RADIAL PIONEER | CAPITAL BEACON | WN7ZPEBQH | AUURG | 3.65% | $34,354,413 |
| EAGLE HARBOR MOMENTUM | MOMENTUM LEGACY | 7EE81Q3AF | HEI | 0.67% | $43,859,998 |
| VERTEX PATHWAY | QUANTUM SUMMIT | XQWGH7BLX | QSCG | 10.51% | $78,792,938 |
| FOUNDATION NORTH | INSIGHT FOCUS | U8ZSA51I1 | RAUUL | 11.19% | $79,257,090 |
| BEACON HARBOR VALUE | OAK DELTA | VFC9QA79H | BANH | 3.56% | $104,300,980 |
| OPTIMA ALPHA DELTA | OPTIMA SIGNAL | 2LU8SU0IV | TPEJD | 3.02% | $84,651,997 |