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Cornerstone Financial Management, LLC

● SEC registered since 2026CRD 125494SEC# 801-135811Atlanta, GA
Export (members)
Reg. AUM
$118M
Employees
3
Accounts
313
Location
Atlanta, GA

Cornerstone Financial Management, LLC assets under management

Cornerstone Financial Management, LLC operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2026. It reports $118 million in regulatory assets under management and employs 3 people.
www.corstonefinancial.comView on SEC.gov ↗

Cornerstone Financial Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Donald Michael Dusick ControlOwner, Cco, IarOver 75%1991

Frequently asked questions

How much does Cornerstone Financial Management, LLC manage?

Cornerstone Financial Management, LLC reports $118 million in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Financial Management, LLC have?

Cornerstone Financial Management, LLC reports 3 employees.

Where is Cornerstone Financial Management, LLC located?

Cornerstone Financial Management, LLC is based in Atlanta, GA and has been SEC-registered since 2026.

Does Cornerstone Financial Management, LLC disclose fund performance?

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

Contact & registration

Address275 14th Street NW, Atlanta, GA 30318
Phone404-874-3111
Fax404-874-3160
Office hours8-4
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$118M
Total (RAUM)$118M