CORUNDUM GROUP, INC.
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About the firm
Corundum Group provides personalized wealth management through its proprietary WellWorth Process, developed from a true family office background. The firm offers investment management, financial concierge services, estate planning, and trust stewardship through its affiliate, Corundum Trust Company.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (including publicly traded securities, private equity, real estate, oil and gas, fixed income, and alternative investments), financial concierge services, estate planning, and trust stewardship through Corundum Trust Company.
Who they serve
Families and individuals seeking personalized wealth management, including those with day-to-day transactional needs and long-term strategic planning needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 48 | $15M |
| High Net Worth Individuals | 76 | $563M |
| Pension/Profit Sharing Plans | 18 | $1.0B |
| State/Municipal Entities | 10 | — |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CORUNDUM GROUP, INC. 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.