{"url":"https://nivawealth.com/firms/cornermen-financial-323179","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/323179","regulatoryAum":172711427,"crd":"323179","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6512257","suffix":null,"lastName":"Clark","firstName":"Benjamin","middleName":"Ethan"},{"crd":"5064196","suffix":null,"lastName":"DIETEL","firstName":"LOGAN","middleName":"WILLIAM"},{"crd":"4941230","suffix":null,"lastName":"RAPPAPORT","firstName":"HOWARD","middleName":"JAY"},{"crd":"7164855","suffix":null,"lastName":"ROBINSON","firstName":"LOGAN","middleName":"RAY"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-03-03","regulatoryAum":104414761,"clients":321,"employees":2,"offices":1},{"filedOn":"2024-03-04","regulatoryAum":125187989,"clients":339,"employees":3,"offices":1},{"filedOn":"2025-03-10","regulatoryAum":143743130,"clients":404,"employees":3,"offices":1},{"filedOn":"2026-07-02","regulatoryAum":172711427,"clients":379,"employees":4,"offices":1}],"secFileNumber":"801-126584","legalName":"Cornermen Financial, LLC","displayName":"Cornermen Financial","slug":"cornermen-financial-323179","website":"https://cornermenfinancial.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/323179/8243b7b7335b2cf8-r1.webp","tone":"light","width":966,"height":200,"sourceUrl":"https://www.cornermenfinancial.com","sourceLabel":"Cornermen Financial, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Texas limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1130 E. 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Sonterra BLVD, Suite 130","city":"San Antonio","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"210-702-3961","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":79},{"label":"Investment grade corporate bonds","percent":15},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"2 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/323179/PDF/323179.pdf","brochureDate":"3 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013842","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cornermen Financial have?","answer":"Cornermen Financial has 379 clients and manages $173 million for them, as of July 2026. They include 341 individual clients, 37 high-net-worth individuals and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cornermen Financial offer?","answer":"Cornermen Financial provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cornermen Financial charge?","answer":"Cornermen Financial charges 1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.","source":"ADV PART 2A- CORNERMEN FINANCIAL, LLC, filed 3 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cornermen Financial use?","answer":"Cornermen Financial’s separately managed account assets are held at SEI Private Trust Company (Oaks, PA), with $173M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cornermen Financial have?","answer":"Cornermen Financial has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cornermen Financial invest in?","answer":"At the end of its last fiscal year, Cornermen Financial’s separately managed accounts held 79% exchange-traded equities, 15% investment grade corporate bonds, 4% cash and equivalents and 2% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cornermen Financial?","answer":"Cornermen Financial’s direct owners are Howard Rappaport (25% to 50%), Logan Dietel (50% to 75%), Benjamin Clark (10% to 25%) and Loretta Moreno (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cornermen Financial get paid?","answer":"Cornermen Financial is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cornermen Financial?","answer":"Cornermen Financial’s main office is at 1130 E. Sonterra BLVD, Suite 130, San Antonio, TX 78258. Its phone number is 210-702-3961. Its website is cornermenfinancial.com.","source":"Form ADV Part 1A, Item 1.F, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}