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Cornerstone Enterprises, LLC

● SEC registered since 2023CRD 324255SEC# 801-127126Appleton, WI
Export (members)
Reg. AUM
$183.8M
Employees
7
Accounts
1,386
Location
Appleton, WI

Cornerstone Enterprises, LLC assets under management

Cornerstone Enterprises, LLC is a registered investment adviser overseen by the SEC based in Appleton, WI. The firm has been registered since 2023. It reports $183.8 million in regulatory assets under management and employs 7 people.
www.cfgwi.comView on SEC.gov ↗

Cornerstone Enterprises, LLC owners & executives

5 reported
NameTitleOwnershipSince
Leonard Financial LLC ControlManaging MemberOver 75%2022
McCauley Algoma Holdings LLCMember10-25%2022
Troy Michael Leonard ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Cornerstone Enterprises, LLC manage?

Cornerstone Enterprises, LLC reports $183.8 million in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Enterprises, LLC have?

Cornerstone Enterprises, LLC reports 7 employees.

Where is Cornerstone Enterprises, LLC located?

Cornerstone Enterprises, LLC is based in Appleton, WI and has been SEC-registered since 2023.

Does Cornerstone Enterprises, LLC disclose fund performance?

Cornerstone Enterprises, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address158 E Northland Ave, Appleton, WI 54911
Phone920-832-3821
Office hours8:30a.m. - 4:30p.m.
SEC regionChicago Regional Office (CHRO)
CIK1987314
Discloses disciplinary historyNo

Assets under management

Discretionary$183.2M
Non-discretionary$574K
Total (RAUM)$183.8M