Cornermen Financial, Llc
- Regulatory AUM
- $173M
- Discretionary
- $173M
- Clients
- 379
- Avg AUM / client
- $456K
- Accounts
- 780
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 341 | $115M | 66.3% |
| High net worth individuals | 37 | $56.4M | 32.7% |
| Charitable organizations | 1 | $1.7M | 0.99% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Howard Jay Rappaport | President & Chief Compliance Officer | Apr 2013 (13y) | 50% – 75% | |
| Logan William Dietel | Chief Financial Offcier | CFP | Apr 2013 (13y) | 50% – 75% |
| Benjamin Ethan Clark | Registered representative | Oct 2023 (3y) | ||
| Logan Ray Robinson | Registered representative | Jan 2026 (1y) |
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 | 909 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- SEI Private Trust $173M (100% of AUM) Jul 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: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗