$292.0M Total AUM
$292.0M Disc. AUM
-- 3Y CAGR
3 Employees
290 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail
- Platforms
- HorizonCrest value
- Established Date
- 09-22-2025
- Office Locations
- 1
Office Locations
45 Bristol Drive Suite 206 Easton MA
About Five Corners Financial Services
Five Corners Financial Services is a Massachusetts-registered RIA providing investment advisory and related planning services to retail clients nationwide. The firm focuses on portfolio construction and risk management using public funds and ETFs, and also supports tax, estate, and insurance planning. Custody is held with Charles Schwab & Co. and State Street.
Team overview
-- AVG AGE
$146.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
0.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Crest
Client Personas
Momentum Pioneer quantum
Investment Themes
Zenith Beacon
Investment Vehicles
Vertex
Services
Alpha frontier Fusion Meridian quantum Capital Eagle optima Harbor crest Eagle crest
Technology
Ridge Oak legacy
Owner & Executives
W
WILLIAM JOHN SEMPOLINSKI
Chief Compliance Officer, Owner
- CRD
- #2366256
- Ownership
- 75% or more
(239) 761-2502
north.ember@frontiercapital.com
in linkedin.com/in/wave-atlas
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOHN LAVASSEUR
--
- CRD
- #7485530
(918) 467-8659
atlas.oak@atlascapital.com
in linkedin.com/in/beacon-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $292,000,000 | $389,333 |
| Non-Discretionary | $0 | -- |
| Total | $292,000,000 | $389,333 |
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Separately Managed Accounts
Total SMA Asset: $292,000,000
Public Funds:
29.1% Equity - Exchange:
35.2% Cash:
35.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,557,683,346 | 29.1% |
| Equity - Exchange | $1,884,208,033 | 35.2% |
| Cash | $1,910,972,352 | 35.7% |
| Total | $5,352,863,731 | 100.0% |