# CORNERSTONE MANAGEMENT, INC.

CORNERSTONE MANAGEMENT, INC. of DULUTH, GA is an SEC-registered investment adviser.

## Registration

- CRD: 125828
- Type: SEC-registered investment adviser
- SEC file number: 801-63080
- Location: 3237 SATELLITE BLVD, SUITE 400, DULUTH, GA, 30096
- Phone: 770-449-7799
- Latest filing: 2026-07-02
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.3B
- Non-discretionary AUM: $319K
- Clients: 19
- Accounts: 1,514

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Bryan Charles Taylor | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER; PRINCIPAL | — |
| Tamara Sillay Richwine | CHIEF FINANCIAL OFFICER; PRINCIPAL | — |
| Samuel Winters Richwine | CHIEF OPERATING OFFICER; PRINCIPAL | — |
| Lisa Ellen Smith | CHIEF COMPLIANCE OFFICER | Duluth, 2Q |
| BUTLER JANET LEE | CCO | — |
| SMITH JUDITH ELLEN | CHIEF COMPLIANCE OFFICER | — |
| TYLER CHARLES RAY | PRESIDENT; PRINCIPAL; PRINCIPAL/CCO (+1 more) | — |
| TAYLOR BRYAN CHARLES | CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER; PRINCIPAL; SHAREHOLDER | — |
| RICHWINE TAMARA SILLAY | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; PRINCIPAL (+1 more) | — |
| FRIES PATRICIA BUTLER | CHIEF COMPLIANCE OFFICER | — |
| WARREN JOHN DOBBS | PRESIDENT | — |
| RICHWINE SAMUEL WINTERS | CHIEF OPERATING OFFICER; PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125828/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125828/similar
- Related entities: https://search.stillhousedata.com/firm/125828/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125828

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.