CORNERMEN FINANCIAL, LLC
SEC RegisteredFighting the Good Fight For Good People
About the firm
Cornermen Financial is a boutique financial services firm specializing in personalized financial life planning, retirement planning, and strategic investments, based out of San Antonio, Texas. It is independently owned and operated and registered as a Registered Investment Adviser (RIA). The firm also offers retirement planning courses through its non-profit, The Financial Education Institute.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial life planning, retirement planning, strategic investments, investment portfolio monitoring and management, and retirement planning courses offered through a non-profit.
Who they serve
Residents of the United States, specifically those seeking personalized financial life planning, retirement planning, and investment advisory services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 341 | $115M |
| High Net Worth Individuals | 37 | $56M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 1.00% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORNERMEN FINANCIAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched