Advisor at Cornell Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Sulphur, OK 73086
Credentials
CFP®, Series 63, Series 65
Industry experience
30 years
Kent Cornell is a CFP® professional with 30 years of industry experience. He is the principal of Cornell Capital Group, LLC, an independent advisory firm he has led since 2017. Prior to that, he worked at Madison Avenue Securities, LLC for 11 years. Outside of his advisory role, he is involved in tax preparation and consulting through Cornell Financial Services, LLC, and owns Chili Creek Ranch, Inc., a ranching and real estate business. Cornell Capital Group serves individual and high-net-worth clients by providing financial planning and investment advisory services primarily through referrals to third-party registered investment managers. The firm facilitates client onboarding, monitors manager performance, and assists with administrative tasks without directly managing portfolios.
$300 flat annual fee for Client Directed Accounts where GI provides limited services.
$0+: 2.00% annually for Strategic Portfolios (split 1.00% GI, 1.00% CCG) $0+: 1.80% annually for Tactical Portfolios (split 0.80% GI, 1.00% CCG) $0+: 1.70% annually for Allocation & Defined Outcome Portfolios (split 0.70% GI, 1.00% CCG) $0+: 1.00% annually for Preservation Portfolios (split 0.40% GI, 0.60% CCG)
Kent Cornell receives commissions as an insurance agent through affiliated business, unrelated to advisory fees.
Account minimum: Determined by the Third Party Managers (TPMs) to whom clients are referred; no specific minimum stated by Cornell Capital Group, LLC Minimum fee: $300 annual fee for Client Directed Accounts (flat fee) Fee-only: Fees charged by TPMs as percentage of assets under management; CCG receives referral fees but does not charge additional management fees.
1804 W Broadway Ave
Sulphur, OK 73086
Oklahoma
Cornell Capital Group, LLC
2017 - Present (9 years)
Madison Avenue Securities, LLC
2006 - 2017 (11 years)
Chili Creek Ranch, Inc.
1994 - Present (32 years)
Cornell Financial Services, LLC
1994 - Present (32 years)
Cornell Financial Group, Llc
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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