| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Charles Taylor Control | Chief Investment Officer And Chief Executive Officer | Under 5% | 2005 |
| Bryan Charles Taylor Control | Principal | 50-75% | 1999 |
| Lisa Ellen Smith Control | Chief Compliance Officer | Under 5% | 2023 |
Cornerstone Management, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.
Cornerstone Management, Inc. reports 18 employees.
Cornerstone Management, Inc. is based in Duluth, GA and has been SEC-registered since 2004.
Cornerstone Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3237 Satellite Blvd, Suite 400, Duluth, GA 30096 |
| Phone | 770-449-7799 |
| Fax | 770-449-7050 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.9B |
| Non-discretionary | $330K |
| Total (RAUM) | $1.9B |