# CORNERSTONE TRUST MANAGEMENT SERVICES LLC

CORNERSTONE TRUST MANAGEMENT SERVICES LLC of ALTAMONTE SPRINGS, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 170864
- Type: SEC-registered investment adviser
- SEC file number: 801-79734
- Location: 955 KELLER ROAD, SUITE 1500, ALTAMONTE SPRINGS, FL, 32714
- Phone: 215-826-2800
- Latest filing: 2026-03-24
- Regulatory AUM: $1.1B
- Non-discretionary AUM: $1.1B
- Clients: 2
- Accounts: 1

## Business model

- Compensation: % of AUM
- Clients served: Other

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| [William Corbett](https://search.stillhousedata.com/person/259317) | CHIEF INVESTMENT OFFICER | Northridge, CA |
| [Lorena Trujillo](https://search.stillhousedata.com/person/700506) | CCO, GENERAL COUNSEL, SECRETARY | — |
| [Lilly Ho Donohue](https://search.stillhousedata.com/person/700507) | CHIEF EXECUTIVE OFFICER AND PRESIDENT | — |
| [Karen Sue Sheean](https://search.stillhousedata.com/person/700508) | CHIEF PEOPLE OFFICER | — |
| [Scott Steffani](https://search.stillhousedata.com/person/700509) | CHIEF FINANCIAL OFFICER AND TREASURER | — |
| [CORBETT THOMAS WILLIAM](https://search.stillhousedata.com/person/816674) | CHIEF INVESTMENT OFFICER | — |
| [MILLES FRANK](https://search.stillhousedata.com/person/833458) | CCO, CEO, PRESIDENT, TREASURER; CEO, PRESIDENT, TREASURER | — |
| [HELLMAN ROBERT B](https://search.stillhousedata.com/person/833459) | DIRECTOR | — |
| [TALBOTT FENTON RENWICK](https://search.stillhousedata.com/person/833460) | DIRECTOR | — |
| [So Austin Kyongwon](https://search.stillhousedata.com/person/839149) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PRESIDENT, SECRETARY | — |
| [Freedman Allen Royal](https://search.stillhousedata.com/person/839150) | DIRECTOR | — |
| [Shane William Robert](https://search.stillhousedata.com/person/839151) | DIRECTOR | — |
| [Trujillo Lorena](https://search.stillhousedata.com/person/867615) | CCO, GENERAL COUNSEL, SECRETARY; CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| [DONOHUE LILLY HO](https://search.stillhousedata.com/person/882955) | CHIEF EXECUTIVE OFFICER AND PRESIDENT | — |
| [SHEEAN KAREN SUE](https://search.stillhousedata.com/person/882956) | CHIEF PEOPLE OFFICER | — |
| [Steffani Scott](https://search.stillhousedata.com/person/882957) | CHIEF FINANCIAL OFFICER AND TREASURER | — |
| [Scott Stefani](https://search.stillhousedata.com/person/977618) | CHIEF FINANCIAL OFFICER AND TREASURER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-12-12 | regulatory | THE SEC ALLEGED THAT ADVISORY AFFILIATES FAILED TO DISCLOSE CERTAIN KNOWN TRENDS, EVENTS AND UNCERTAINTIES THAT WERE MATERIAL TO THE OPERATION OF THE AFFILIATES' BUSINESS AND FINANCIAL PERFORMANCE | Final | $250K |
| 2017-02-06 | civil | THE PLAINTIFF ALLEGES THAT THE DEFENDANTS VIOLATED THEIR FIDUCIARY DUTIES BY CAUSING OR ALLOWING STONEMOR PARTNERS L.P. (THE "COMPANY") TO ISSUE FALSE AND MISLEADING STATEMENTS REGARDING THE COMPANY'S BUSINESS AND FINANCIAL PERFORMANCE. IN ADDITION TO A CLAIM FOR BREACH OF FIDUCIARY DUTY, THE PLAINT… | Final | — |
| 2016-12-19 | civil | THE PLAINTIFF ALLEGES THAT THE DEFENDANTS VIOLATED THEIR FIDUCIARV DUTIES BY CAUSING OR ALLOWING STONEMOR PARTNERS L.P. (THE "COMPANY") TO ISSUE FALSE AND MISLEADING STATEMENTS REGARDING THE COMPANY'S BUSINESS AND FINANCIAL PERFORMANCE. IN ADDITION TO A CLAIM FOR BREACH OF FIDUCIARY DUTY, THE PLAINT… | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170864/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170864/similar
- Related entities: https://search.stillhousedata.com/firm/170864/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170864

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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.