Cornerstone Management, Inc.
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 286
- Avg AUM / client
- $8.0M
- Accounts
- 1,514
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 143 | $42.2M | 1.84% |
| High net worth individuals | 46 | $267M | 11.7% |
| Charitable organizations | 97 | $2.0B | 86.5% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tamara Sillay Richwine | Principal | Mar 1993 (33y) | 10% – 25% | |
| Bryan Charles Taylor | Principal | CFA | Jan 1999 (28y) | 50% – 75% |
| Samuel Winters Richwine | Chief Operating Officer | CFA | Feb 2014 (12y) | Less than 5% |
| Smith, Lisa, Ellen | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% | |
| Chad Anthony Crawford | Registered representative | Feb 2014 (12y) | ||
| Kathryn Richwine Massoni | Registered representative | CFA | Nov 2016 (10y) | |
| Andrea Frant Guse | Registered representative | Apr 2020 (6y) | ||
| Elizabeth Grace Caughman | Registered representative | Jul 2023 (3y) | ||
| Colby Jacob Wright | Registered representative | Aug 2023 (3y) | ||
| Nicholas Christian Stoner | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
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) | 07/02/2026 | 1 MB | 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
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.2B (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗