C
Cornell Capital Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
23
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$0
About
Cornell Capital Group is a small, independent advisory firm that serves individual and high‑net‑worth clients by providing financial planning and investment advisory services. Rather than directly managing client portfolios, the firm refers clients to third‑party registered investment managers and facilitates the client onboarding process.
After gathering information on a client’s financial situation and objectives, the firm recommends a third‑party manager and monitors that manager’s performance, acting as a liaison and assisting with paperwork and quarterly reviews. Clients are billed according to the third‑party manager’s fee schedule and the firm receives an ongoing portion of those advisory fees as disclosed in its brochure.
Compared with many peers, the firm does not provide direct portfolio management or charge its own percentage‑of‑assets fees, instead relying on referral fee arrangements with subadvisors. The principal also maintains affiliated insurance and tax‑consulting businesses and may receive commissions or other compensation from those activities, a conflict the brochure discloses and describes procedures to mitigate.
Client services
Selection of other advisers
Expertise
Active portfolio management
Fee options
$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.
Main office location
Cornell Capital Group, LLC
1804 W Broadway Ave
Sulphur OK 73086, United States
Number of offices
1
Most active in
Cornell Capital Group, LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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