Cornerstone Management, Inc.

Retirement Plan Advisor

Duluth, GA

About Cornerstone Management, Inc.

<p>Founded in 1991, Cornerstone Management, Inc. works with Christian nonprofit organizations on investment oversight and planned giving programs. The firm is headquartered in Duluth in the Atlanta metro area and operates as a registered investment adviser (RIA).</p> <p>Cornerstone provides outsourced chief investment officer (OCIO) services and investment advisory support for assets such as endowments, charitable trusts, donor-advised funds, and other portfolios. As of 2026, the firm reports $1.9B in assets under management.</p> <p>On the planned giving side, Cornerstone handles planned giving administration and gift and estate design consulting. Its administration work includes distribution processing and tax form preparation, supporting organizations that need day-to-day follow-through alongside investment guidance.</p> <p>A key differentiator is its focus on Biblically Responsible Investing (BRI), with portfolio approaches built around faith-driven guidelines and stewardship priorities.</p> <ul> <li>Outsourced CIO (OCIO) investment management</li> <li>Planned giving administration</li> <li>Gift and estate design consulting</li> <li>Support for endowments, donor-advised funds, and charitable trusts</li> <li>Biblically Responsible Investing (BRI) and faith-driven strategies</li> </ul>

Website: http://www.cornerstonemgt.net

Founded: 1991

Office Locations

  • Duluth, GA (Headquarters)

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $1.9B

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
RETIREMENT PLAN OF CREIGHTON UNIVERSITYCREIGHTON UNIVERSITY, NE$684M3,738
XAVIER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLANXAVIER UNIVERSITY, OH$411M1,871
GOOD SHEPHERD RETIREMENT PLANGOOD SHEPHERD REHABILITATION NETWORK, PA$179M2,152
SUSQUEHANNA UNIVERSITY RETIREMENT PLANSUSQUEHANNA UNIVERSITY, PA$159M507
MERAKEY 403(B) PLANMERAKEY USA, PA$155M5,501
ALLEGHENY COLLEGE DEFINED CONTRIBUTION RETIREMENT PLANALLEGHENY COLLEGE, PA$152M456
JUNIATA COLLEGE RETIREMENT PLANJUNIATA COLLEGE, PA$138M344
MORAVIAN UNIVERSITY RETIREMENT PLANMORAVIAN UNIVERSITY, PA$134M554
SAINT FRANCIS UNIVERSITY RETIREMENT PLANSAINT FRANCIS UNIVERSITY, PA$128M473
GIFT OF LIFE DONOR PROGRAM 403(B) PLANGREATER DELAWARE VALLEY SOCIETY OF TRANSPLANT SURGEONS, PA$71M336
D.G. YUENGLING & SON, INC. 401(K) SAVINGS AND PROFIT-SHARING PLAND.G. YUENGLING & SON, INC., PA$63M332
KESSLER TOPAZ MELTZER & CHECK, LLP 401(K) PROFIT SHARING PLANKESSLER, TOPAZ, MELTZER & CHECK, LLP, PA$58M187
WOHLSEN CONSTRUCTION COMPANY 401(K) PLANWOHLSEN CONSTRUCTION COMPANY, PA$41M325
CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLANCHESAPEAKE BAY FOUNDATION, INC., MD$39M234
HARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY 403(B) PLANHARRISBURG UNIVERSITY OF SCIENCE & TECHNOLOGY, PA$36M351
DEMPSEY UNIFORM AND LINEN SUPPLY, INC. 401(K) PROFIT SHARING PLANDEMPSEY UNIFORM AND LINEN SUPPLY, INC, PA$28M359
PRESTON MANAGEMENT, INC. 401(K) PROFIT SHARING PLANPRESTON MANAGEMENT, INC., PA$22M370
FLEXICON CORPORATION 401(K) PLANFLEXICON CORPORATION, PA$21M198
FORRESTER CONSTRUCTION COMPANY 401(K) PLANFORRESTER CONSTRUCTION COMPANY, MD$20M52
ALLEN ORGAN COMPANY SAVINGS AND PROFIT SHARING PLANALLEN ORGAN COMPANY LLC, PA$19M129

Showing top 20 of 30 plans serviced in 2024.

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