This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$173MItem 5.F on the latest filing (2026-07-02); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$173M

Private client RAUM

$171MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$43.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

780

Individual clients

341

High net worth clients

37

SEC number

801-126584

CRD

323179

Filings on the tape

10

First filed

Aug 18, 2022

Latest filed

Jul 2, 2026

Organised

Limited Liability Company, TX

Website

cornermenfinancial.com

• Occurred

  Jan 9, 2023
  Team lift-out

  2 advisors left Sequent Planning, LLC (San Antoino, TX) for Cornermen Financial, LLC on the same day

  Form ADVobserved 4 days ago
  2 advisors
• Occurred

  Aug 18, 2022
  First Form ADV filing

  Cornermen Financial, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8c4f3bbb-581d-043f-ff4b-b5f7551e32c8

First observed

Aug 18, 2022

Last observed

Jul 2, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.