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Financial Cornerstones, LLC

Financial Cornerstones, LLC. CRD 305120

Financial Cornerstones, LLC logo

CRD: 305120

Financial Cornerstones, LLC

THE Woodlands, TX, 77380
8324002400
www.financial-cornerstones.com
$81.0M Total AUM
$81.0M Disc. AUM
-- 3Y CAGR
2 Employees
67 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Morgan Stanley
Clients
Retail
Platforms
Legacy optimaQuantum
Established Date
10-04-2019
Office Locations
1

Office Locations

9400 Grogans Mill Rd. Suite 225 THE Woodlands TX

About Financial Cornerstones, LLC

Financial Cornerstones, LLC is a The Woodlands, TX RIA providing faith-driven, biblically responsible portfolio management and comprehensive planning for individuals and families, especially pre- and post-retirees. The firm connects investment decisions to client values with additional screening, and supports tax-aware income, risk management, legacy, and charitable-giving strategies. Team includes Chartered Market Technicians and offers a values-screening tool ("Screen It Clean It") to vet holdings.

Team overview

58 AVG AGE
$81.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Atlas Wave

Client Personas

Beacon Zenith

Custodian

Timber matrix Wave Insight wave Optima

Investment Themes

Vertex alpha Pioneer Timber Element horizon

Investment Vehicles

Oak Wave zenith

Services

Insight Catalyst north Oak unison North glacier Ridge Summit Fusion Pioneer Focus radial Insight radial Radial eagle Glacier

Technology

Ember peak Pathway focus

Owner & Executives

MARK ALBERT LASSEIGNE

MARK ALBERT LASSEIGNE

Chief Compliance Officer, Managing Member

CRD
#5316062
Ownership
75% or more
(582) 416-5845
signal.capital@unisoncapital.com
in linkedin.com/in/zenith-pioneer

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-31-2020
Category Assets AVG. Account size
Discretionary $80,957,743 $228,137
Non-Discretionary $0 --
Total $80,957,743 $228,137

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Separately Managed Accounts

Total SMA Asset: $80,957,743

$81.0M Total SMA
Equity - Exchange:
13.2%
Cash:
13.2%
Public Funds:
6.5%
Corporate - Investment Grade:
22.6%
Equity - OTC:
13.9%
Municipal Bonds:
14.0%
Other:
4.8%
U.S. Government/Agency:
11.8%
Asset class Assets Assets %
Equity - Exchange $795,891,949 13.2%
Cash $795,891,949 13.2%
Public Funds $391,916,490 6.5%
Corporate - Investment Grade $1,362,663,489 22.6%
Equity - OTC $838,098,341 13.9%
Municipal Bonds $844,127,825 14.0%
Other $289,415,254 4.8%
U.S. Government/Agency $711,479,168 11.8%
Total $6,029,484,465 100.0%

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