Cornermen Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$171,000,000
Clients
378
Advisors
4
of 4 employees
About
Cornermen Financial, LLC provides ongoing portfolio management and financial life‑planning services to individuals (including high‑net‑worth clients) and to corporate or business entity clients; it offers both model asset allocation portfolios and customized portfolios. The firm implements accounts through the SEI Asset Management platform and related programs and reports managing roughly $172.7 million across several hundred client accounts, and it discloses no account minimum for its services.
The firm’s investment process is grounded in modern portfolio theory and uses Monte Carlo simulation in planning to model a range of potential outcomes; Cornermen documents client goals and risk tolerance in an Investment Policy Statement and typically requests discretionary authority to implement portfolios. Cornermen employs both long‑term and short‑term trading approaches and generally concentrates advice in mutual funds, ETFs, hedge funds, private equity, stocks and bonds, including allocations to third‑party model strategies.
Notable differences from many peers include a formal, operational relationship with SEI that supports both SEI Asset Allocation models and a Sub‑Advised Program in which the sub‑advisor does not contract directly with end clients; the firm also requires clients to use a particular custodial platform and discloses acceptance of soft‑dollar research and services. Several advisers maintain separate licensed insurance activities through an outside entity and operate a 501(c)(3) financial‑education program, items the brochure identifies as potential conflicts of interest that the firm says it manages.
Client services
Expertise
Occupation focus
Fee options
1.00% annually
$300 per hour (negotiated hourly fee)
Main office
1130 E. Sonterra Blvd, Suite 130
San Antonio TX 78258
Advisors at this office
4
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Logan R
Series 66
San Antonio, TX
Cornermen Financial, LLC
Logan Robinson is a financial advisor at Cornermen Financial, LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, LLC and BoxDrop. Cornermen Financial serves individuals, high-net-worth clients, and business entities, managing approximately $144 million for about 400 clients. The firm offers portfolio management, financial life planning, and uses model or customized portfolios, employing modern portfolio theory and Monte Carlo simulations to assess risk and outcomes.
Howard R
Series 63, Series 65
San Antonio, TX
Cornermen Financial, LLC
Howard Rappaport is a financial advisor with Cornermen Financial, LLC in San Antonio, TX. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. His prior roles include positions at Sequent Planning, LLC, ProEquities, Inc., and Securian Financial Services, Inc. Outside of his advisory work, Rappaport is involved in sports broadcasting and serves as a director and educator for a nonprofit focused on retirement planning education. Cornermen Financial, LLC offers portfolio management and financial life-planning services to individuals and business clients, utilizing model and customized portfolios through the SEI Asset Management platform. The firm employs a modern portfolio theory-based investment process with Monte Carlo simulations, focusing on a range of asset classes and both long- and short-term trading strategies.
Logan D
CFP®, Series 63, Series 65
San Antonio, TX
Cornermen Financial, LLC
Logan Dietel is a CFP® professional with 20 years of experience in the financial services industry, currently with Cornermen Financial, LLC since 2022. His prior roles include positions at Sequent Planning, LLC and ProEquities, Inc., among others. Outside of his advisory work, he is involved in ranching and printing businesses and owns a nonprofit financial education institute that offers retirement planning classes in the San Antonio area. Cornermen Financial, LLC provides portfolio management and financial life-planning services to individuals, including high-net-worth clients, as well as corporate clients. The firm uses a structured investment process based on modern portfolio theory and offers both model and customized portfolios through the SEI Asset Management platform.
Benjamin C
Series 66, Series 63
San Antonio, TX
Cornermen Financial, LLC
Benjamin Clark is a financial advisor with Cornermen Financial, LLC in San Antonio, TX, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. His background includes roles at Equitable Advisors, AXA Advisors, Toroso Financial Group, and Texas A&M University–Corpus Christi. Cornermen Financial, LLC provides portfolio management and financial life-planning services to individuals, including high-net-worth clients, as well as corporate clients. The firm uses modern portfolio theory and Monte Carlo simulations to guide investment decisions, offering both model and customized portfolios primarily in mutual funds, ETFs, hedge funds, private equity, stocks, and bonds.
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