# CORNERSTONE FINANCIAL MANAGEMENT LLC

CORNERSTONE FINANCIAL MANAGEMENT LLC of BURLINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 140967
- Type: SEC-registered investment adviser
- SEC file number: 801-130130
- Location: 10 MALL ROAD, SUITE 301, BURLINGTON, MA, 01803-4131
- Phone: 800-527-1238
- Latest filing: 2026-03-26
- Regulatory AUM: $167.0M
- Discretionary AUM: $165.3M
- Non-discretionary AUM: $1.7M
- Clients: 7
- Accounts: 444

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Arruda | PARTNER & CCO | — |
| George E Newfield | PARTNER | — |
| YOOS THEODORE RODERICK | PARTNER & CCO | — |
| Arruda Kevin | PARTNER | — |
| NEWFIELD GEORGE E | PARTNER | — |
| George E. Newfield | PARTNER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PROVIDENCE | RI | 3 | 800-527-1238 |
| PROVIDENCE | RI | 3 | 800-527-1238 |
| NEWPORT | RI | 1 | (800) 527-1238 |
| NEWPORT | RI | 1 | (800) 527-1238 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140967/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140967/similar
- Related entities: https://search.stillhousedata.com/firm/140967/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140967

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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.