Cornerstone Financial, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 120363
· SEC file 801-61114
· Mandeville, LA
· www.safestrongmoney.com
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ADV data as of Apr 03, 2026
- Regulatory AUM
- $25.0M
- Discretionary
- $0
- Clients
- 240
- Avg AUM / client
- $104K
- Accounts
- 300
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 240 | $25.0M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Stuart Clayton | Registered representative | Sep 2011 (15y) | ||
| Beau Jason Thurman | Registered representative | May 2023 (3y) | ||
| Kevin Michael Drummond | Registered representative | Aug 2023 (3y) |
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) | 04/03/2026 | 982 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
- • Commissions
- • Other fees
- • NEGOTIABLE FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have 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 03, 2026.
View current Form ADV (SEC/IAPD) ↗