SourcingSourcing

CORNERSTONE FINANCIAL MANAGEMENT, LLC

B55
CRD 125494·SEC 801-135811·ATLANTA, GA
AUM
$118.0M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$354K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORNERSTONE FINANCIAL MANAGEMENT, LLC
CRD
125494
SEC file #
801-135811
EIN
204780509
DBA names
Cornerstone Financial

Economics

AUM
$118.0M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other141
Individuals High Net Worth59

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
—
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
corstonefinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DUSICK, DONALD, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DUSICK, DONALD, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CORSTONEFINANCIAL.COM
Rdap Domain Creation Date
2000-02-15T20:16:07Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002110329
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0002110329-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2604
Soi Zip Pct 200k Plus
0.1132
Soi Zip Returns 200k Plus
3,070
Soi Zip Total AGI
2,781,230
Fdic Zip Total Deposits
27,385,581,000
Fdic Zip Branch Count
218
Fdic Zip Top Banks
Truist Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
2 RICHMOND SQUARESUITE 216PROVIDENCE, RI 02906
Business
10 MALL ROADSUITE 301BURLINGTON, MA 01803
Edgar EIN
204780509
Edgar Recent Filings
13F-HR2026-05-08 · 0002110329-26-000002
13F-HR2026-02-13 · 0002110329-26-000001
Fdic Zip Branches Raw
Wachovia Bank of Georgia, National AssociationAtlanta, GA
Bank South, National AssociationAtlanta, GA
Fdic Zip HHI
4013.03
Fdic Zip Top Bank Share Pct
61.46
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-15T20:16:07Z
Rdap Domain Last Changed
2026-04-29T09:53:54Z
Rdap Nameservers
Ns55.worldnic.comNs56.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI114,656
Returns8,540
Stub 2
AGI204,717
Returns5,700
Stub 3
AGI211,983
Returns3,420
Soi Zip Total Business Income
57,324
Soi Zip Total Cap Gains
158,577
Soi Zip Total Dividends
40,998
Soi Zip Total Returns
27,110
Top Owner CRD
1543107
Trust Company Affiliate
No

People (3)

3
DUSICK, DONALD, MICHAEL
IAR · Direct Owner · 87.5%
1543107
DAVID ALAN SUMMERS
IAR
4493361
LEON E. FRUSH
IAR
1639367