Cornerstone Enterprises, Llc
- Regulatory AUM
- $220M
- Discretionary
- $219M
- Clients
- 579
- Avg AUM / client
- $380K
- Accounts
- 1,429
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 17, 2026
Investments (13F portfolio — 35 positions, $201,073,377)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | STATE STREET SPD | $38,569,111 | 1,653,907 | 19.2% | 17.5% |
| 2 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $30,261,339 | 533,898 | 15.0% | 13.7% |
| 3 | Schwab Strategic Tr | HIGH YIELD BD ET | $16,272,490 | 625,865 | 8.09% | 7.39% |
| 4 | Nvidia Corporation | COM | $11,244,101 | 64,473 | 5.59% | 5.11% |
| 5 | Omega Healthcare Invs Inc | COM | $10,397,303 | 237,273 | 5.17% | 4.72% |
| 6 | Microsoft Corp | COM | $10,259,631 | 27,716 | 5.1% | 4.66% |
| 7 | Amazon Com Inc | COM | $10,044,655 | 48,229 | 5.0% | 4.56% |
| 8 | Palantir Technologies Inc | CL A | $9,558,813 | 65,346 | 4.75% | 4.34% |
| 9 | Alphabet Inc | CAP STK CL A | $8,820,328 | 30,673 | 4.39% | 4.01% |
| 10 | Meta Platforms Inc | CL A | $8,111,659 | 14,178 | 4.03% | 3.68% |
| 11 | Spdr Series Trust | STATE STREET SPD | $5,392,935 | 179,346 | 2.68% | 2.45% |
| 12 | International Business Machs | COM | $4,918,335 | 20,291 | 2.45% | 2.23% |
| 13 | Ishares Tr | 0-3 MNTH TREASRY | $4,095,152 | 40,683 | 2.04% | 1.86% |
| 14 | Vaneck Etf Trust | SEMICONDUCTR ETF | $3,645,751 | 9,509 | 1.81% | 1.66% |
| 15 | Jpmorgan Chase & Co | COM | $3,528,744 | 11,996 | 1.76% | 1.6% |
| 16 | Ishares Tr | ISHS 1-5YR INVS | $3,470,800 | 66,035 | 1.73% | 1.58% |
| 17 | Crowdstrike Hldgs Inc | CL A | $2,791,821 | 7,151 | 1.39% | 1.27% |
| 18 | Ge Vernova Inc | COM | $2,778,440 | 3,183 | 1.38% | 1.26% |
| 19 | Johnson Controls Internation | SHS | $2,148,760 | 16,409 | 1.07% | 0.98% |
| 20 | Amphenol Corp | CL A | $2,058,242 | 16,290 | 1.02% | 0.93% |
| 21 | Walmart Inc | COM | $2,017,313 | 16,232 | 1.0% | 0.92% |
| 22 | Tesla Inc | COM | $1,998,157 | 5,375 | 0.99% | 0.91% |
| 23 | Robinhood Mkts Inc | COM CL A | $1,463,755 | 21,122 | 0.73% | 0.66% |
| 24 | Shopify Inc | CL A SUB VTG SHS | $1,196,401 | 10,086 | 0.6% | 0.54% |
| 25 | Corning Inc | COM | $1,062,741 | 7,816 | 0.53% | 0.48% |
Top 25 of 35 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 523 | $112M | 51.0% |
| High net worth individuals | 56 | $108M | 49.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cheap Tobacco 401(k) Retirement Plan Compton Point, Inc. | 2024 | |
| Toys For Trucks, Inc. 401 K Plan Toys For Trucks, Inc. | 2024 | |
| Enthusiast Enterprises 401(k) Plan Enthusiast Enterprises, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Guy Mccauley | Owner | Dec 2022 (4y) | ≈ 7.5% – 25% via Mccauley Algoma Holdings Llc | |
| Troy Michael Leonard | Chief Compliance Officer | Dec 2022 (4y) | ≈ 56.25% – 100% via Leonard Financial Llc | |
| Arnold R Eichhof | Registered representative | CFP Chartered Financial Consultant | Jan 2023 (4y) | |
| Bolan Michael Montgomery | Registered representative | Jan 2023 (4y) | ||
| Jesse Tyler Dunsmore | Registered representative | May 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Leonard Financial Llc | Managing Member | Dec 2022 | A | 75% or more |
| Mccauley Algoma Holdings Llc | Member | Dec 2022 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Guy Mccauley: 75% – 100% of Mccauley Algoma Holdings Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Troy Michael Leonard: 75% – 100% of Leonard Financial Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cheap Tobacco 401(k) Retirement Plan | Compton Point, Inc. | 1 | $726K | 01/01/2024 |
| Toys For Trucks, Inc. 401 K Plan | Toys For Trucks, Inc. | 213 | $7.8M | 01/01/2024 |
| Enthusiast Enterprises 401(k) Plan | Enthusiast Enterprises, Inc. | 373 | $11.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 946 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $221M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗