CORNERSTONE MANAGEMENT, INC.
CRD #125828 SEC #801-63080 DULUTH, GA 770-449-7799
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
18
Clients
0
Accounts
1,478
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $1.9B | $330.3K | 18 | 10 |
| Aug 2024 | $1.7B | $1.7B | $280K | 18 | 11 |
| Mar 2024 | $1.7B | $1.7B | $280K | 18 | 11 |
| Oct 2023 | $1.3B | $1.3B | $531.4K | 16 | 13 |
| Aug 2023 | $1.3B | $1.3B | $531.4K | 16 | 13 |
| Jun 2023 | $1.3B | $1.3B | $531.4K | 16 | 13 |
| Mar 2023 | $1.3B | $1.3B | $531.4K | 16 | 13 |
| Nov 2022 | $1.6B | $1.5B | $1.7M | 16 | 14 |
| Oct 2022 | $1.6B | $1.5B | $1.7M | 16 | 14 |
| Mar 2022 | $1.6B | $1.5B | $1.7M | 16 | 14 |
| Feb 2022 | $1.3B | $1.3B | $1.3M | 16 | 11 |
| Oct 2021 | $1.3B | $1.3B | $1.3M | 16 | 11 |
| Jul 2021 | $1.3B | $1.3B | $1.3M | 16 | 11 |
| Jun 2021 | $1.3B | $1.3B | $1.3M | 16 | 11 |
| Mar 2021 | $1.3B | $1.3B | $1.3M | 16 | 11 |
| Jul 2020 | $1.1B | $1.1B | $882.6K | 16 | 13 |
| Jun 2020 | $1.1B | $1.1B | $882.6K | 16 | 13 |
| Apr 2020 | $1.1B | $1.1B | $882.6K | 16 | 13 |
| Mar 2020 | $1.1B | $1.1B | $882.6K | 16 | 13 |
| Oct 2019 | $898.3M | $897.1M | $1.2M | 17 | 8 |
| Mar 2019 | $898.3M | $897.1M | $1.2M | 17 | 8 |
| Jan 2019 | $848.9M | $847.5M | $1.4M | 15 | 0 |
| Mar 2018 | $848.9M | $847.5M | $1.4M | 15 | 0 |
| Sep 2017 | $758.4M | $757.4M | $986.6K | 13 | 300 |
| Jul 2017 | $758.4M | $757.4M | $986.6K | 13 | 300 |
| Mar 2017 | $758.4M | $757.4M | $986.6K | 13 | 300 |
| Nov 2016 | $662.7M | $660.9M | $1.8M | 12 | 200 |
| Mar 2016 | $662.7M | $660.9M | $1.8M | 12 | 200 |
| Jan 2016 | $588.3M | $588M | $317.9K | 13 | 200 |
| Nov 2015 | $588.3M | $588M | $317.9K | 13 | 200 |
| Apr 2015 | $588.3M | $588M | $317.9K | 13 | 200 |
| Mar 2015 | $588.3M | $588M | $317.9K | 13 | 200 |
| Jun 2014 | $511.6M | $511.1M | $496.9K | 13 | 200 |
| May 2014 | $511.6M | $511.1M | $496.9K | 13 | 200 |
| Apr 2014 | $511.6M | $511.1M | $496.9K | 13 | 200 |
| Mar 2014 | $511.6M | $511.1M | $496.9K | 13 | 200 |
| Jan 2014 | $431M | $430.3M | $668.9K | 12 | 213 |
| Nov 2013 | $431M | $430.3M | $668.9K | 12 | 213 |
| Mar 2013 | $431M | $430.3M | $668.9K | 12 | 213 |
| May 2012 | $405.4M | $404.6M | $880.2K | 11 | 224 |
| Mar 2012 | $405.4M | $404.6M | $880.2K | 11 | 224 |
| Jan 2012 | $294.9M | $293.9M | $988.7K | 11 | 1,000 |
| Apr 2010 | $253.8M | $251.9M | $1.9M | -- | -- |
| Jan 2010 | $213.2M | $211.9M | $1.2M | -- | -- |
| Jan 2008 | $206.5M | $199.9M | $6.6M | 10 | -- |
| Mar 2007 | $206.5M | $199.9M | $6.6M | 10 | -- |
| Jan 2007 | $199.8M | $195.5M | $4.4M | 10 | -- |
| Nov 2006 | $199.8M | $195.5M | $4.4M | 10 | -- |
| May 2005 | $265.2M | $222.7M | $42.5M | 10 | -- |
| Apr 2004 | $215.1M | $177.4M | $37.7M | 10 | -- |
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$330.3K
Employees18
Clients10
DateAug 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$280K
Employees18
Clients11
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$280K
Employees18
Clients11
DateOct 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$531.4K
Employees16
Clients13
DateAug 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$531.4K
Employees16
Clients13
DateJun 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$531.4K
Employees16
Clients13
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$531.4K
Employees16
Clients13
DateNov 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$1.7M
Employees16
Clients14
DateOct 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$1.7M
Employees16
Clients14
DateMar 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$1.7M
Employees16
Clients14
DateFeb 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.3M
Employees16
Clients11
DateOct 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.3M
Employees16
Clients11
DateJul 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.3M
Employees16
Clients11
DateJun 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.3M
Employees16
Clients11
DateMar 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$1.3M
Employees16
Clients11
DateJul 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$882.6K
Employees16
Clients13
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$882.6K
Employees16
Clients13
DateApr 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$882.6K
Employees16
Clients13
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$882.6K
Employees16
Clients13
DateOct 2019
Total AUM$898.3M
Discretionary$897.1M
Non-Disc.$1.2M
Employees17
Clients8
DateMar 2019
Total AUM$898.3M
Discretionary$897.1M
Non-Disc.$1.2M
Employees17
Clients8
DateJan 2019
Total AUM$848.9M
Discretionary$847.5M
Non-Disc.$1.4M
Employees15
Clients0
DateMar 2018
Total AUM$848.9M
Discretionary$847.5M
Non-Disc.$1.4M
Employees15
Clients0
DateSep 2017
Total AUM$758.4M
Discretionary$757.4M
Non-Disc.$986.6K
Employees13
Clients300
DateJul 2017
Total AUM$758.4M
Discretionary$757.4M
Non-Disc.$986.6K
Employees13
Clients300
DateMar 2017
Total AUM$758.4M
Discretionary$757.4M
Non-Disc.$986.6K
Employees13
Clients300
DateNov 2016
Total AUM$662.7M
Discretionary$660.9M
Non-Disc.$1.8M
Employees12
Clients200
DateMar 2016
Total AUM$662.7M
Discretionary$660.9M
Non-Disc.$1.8M
Employees12
Clients200
DateJan 2016
Total AUM$588.3M
Discretionary$588M
Non-Disc.$317.9K
Employees13
Clients200
DateNov 2015
Total AUM$588.3M
Discretionary$588M
Non-Disc.$317.9K
Employees13
Clients200
DateApr 2015
Total AUM$588.3M
Discretionary$588M
Non-Disc.$317.9K
Employees13
Clients200
DateMar 2015
Total AUM$588.3M
Discretionary$588M
Non-Disc.$317.9K
Employees13
Clients200
DateJun 2014
Total AUM$511.6M
Discretionary$511.1M
Non-Disc.$496.9K
Employees13
Clients200
DateMay 2014
Total AUM$511.6M
Discretionary$511.1M
Non-Disc.$496.9K
Employees13
Clients200
DateApr 2014
Total AUM$511.6M
Discretionary$511.1M
Non-Disc.$496.9K
Employees13
Clients200
DateMar 2014
Total AUM$511.6M
Discretionary$511.1M
Non-Disc.$496.9K
Employees13
Clients200
DateJan 2014
Total AUM$431M
Discretionary$430.3M
Non-Disc.$668.9K
Employees12
Clients213
DateNov 2013
Total AUM$431M
Discretionary$430.3M
Non-Disc.$668.9K
Employees12
Clients213
DateMar 2013
Total AUM$431M
Discretionary$430.3M
Non-Disc.$668.9K
Employees12
Clients213
DateMay 2012
Total AUM$405.4M
Discretionary$404.6M
Non-Disc.$880.2K
Employees11
Clients224
DateMar 2012
Total AUM$405.4M
Discretionary$404.6M
Non-Disc.$880.2K
Employees11
Clients224
DateJan 2012
Total AUM$294.9M
Discretionary$293.9M
Non-Disc.$988.7K
Employees11
Clients1,000
DateApr 2010
Total AUM$253.8M
Discretionary$251.9M
Non-Disc.$1.9M
Employees--
Clients--
DateJan 2010
Total AUM$213.2M
Discretionary$211.9M
Non-Disc.$1.2M
Employees--
Clients--
DateJan 2008
Total AUM$206.5M
Discretionary$199.9M
Non-Disc.$6.6M
Employees10
Clients--
DateMar 2007
Total AUM$206.5M
Discretionary$199.9M
Non-Disc.$6.6M
Employees10
Clients--
DateJan 2007
Total AUM$199.8M
Discretionary$195.5M
Non-Disc.$4.4M
Employees10
Clients--
DateNov 2006
Total AUM$199.8M
Discretionary$195.5M
Non-Disc.$4.4M
Employees10
Clients--
DateMay 2005
Total AUM$265.2M
Discretionary$222.7M
Non-Disc.$42.5M
Employees10
Clients--
DateApr 2004
Total AUM$215.1M
Discretionary$177.4M
Non-Disc.$37.7M
Employees10
Clients--