Cornerstone Family Office, Llc
State-registered
Multi-Family Office
CRD 120053
· Mayfield Heights, OH
· WWW.CORNERSTONEFAMILYOFFICE.COM
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ADV data as of Apr 30, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 39
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 11
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 39 | $0 | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carrie Ann Rosko | Registered representative | Personal Financial Specialist | May 2003 (23y) | |
| Catherine Gale Veres | Registered representative | CFP Personal Financial Specialist | May 2003 (23y) | |
| Michelle Mary Bizily | Registered representative | CFP Personal Financial Specialist | Mar 2016 (10y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • FEE SHARING ARRANGEMENT - FULLY DISCLOSED TO CLIENTS
Services
- • Financial planning services
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗