Cornermen Financial, LLC logo

Cornermen Financial, LLC

Updated today

Client assets under management

$171,000,000

Clients

378

10% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

95

High

Average account size

$452,381

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

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

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Fee options

Percentage

1.00% annually

Project-based

$300 per hour (negotiated hourly fee)

Main office location

Cornermen Financial, LLC

1130 E. Sonterra Blvd, Suite 130

San Antonio TX 78258, United States

Number of offices

1

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

Advisors at this firm

user avatar

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

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, holding Series 63 and Series 65 registrations and bringing 20 years of industry experience. He has worked at Cornermen Financial since 2022 and previously at Sequent Planning, LLC and ProEquities, Inc. Outside of advising, Rappaport is involved in sports broadcasting as a play-by-play radio announcer and serves as a director and educator for a nonprofit focused on financial education and retirement planning. Cornermen Financial serves individuals, high-net-worth clients, and business entities, managing approximately $144 million across about 400 clients with a three-advisor team. The firm offers portfolio management, financial life planning, and uses model and customized portfolios, applying modern portfolio theory and Monte Carlo simulations to assess risk and outcomes.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Logan D

CFP®, Series 63, Series 65

San Antonio, TX

Cornermen Financial, LLC

Logan Dietel is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cornermen Financial, LLC. His prior experience includes roles at Sequent Planning, LLC and ProEquities, Inc. Outside of advising, he is involved in ranching and hunting operations through Dietel Ranch Management, Inc., and participates in the printing and advertising business with Dietel & Son Printing, Inc. He also owns a 501(c)(3) financial education institute that offers retirement planning classes in the San Antonio area. Cornermen Financial manages approximately $144 million for around 400 clients, providing portfolio management, financial life planning, and client strategy implementation using model and customized portfolios. The firm employs modern portfolio theory and Monte Carlo simulations to assess risk and outcomes, often utilizing SEI’s Asset Management Program and sub-advised models with discretionary authority.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

Benjamin C

Series 63, Series 66

San Antonio, TX

Cornermen Financial, LLC

Benjamin Clark is a financial advisor at Cornermen Financial, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Equitable Advisors, LLC, AXA Advisors, LLC, Toroso Financial Group, and Aspect Wealth Management. Clark also spent five years at Texas A&M University - Corpus Christi. Cornermen Financial serves individuals, high-net-worth clients, and business entities, managing approximately $144 million across about 400 clients. The firm offers portfolio management, financial life planning, and employs model-based and customized investment strategies using modern portfolio theory and Monte Carlo simulations.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner
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