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Colby Jacob Wright

Investment adviser representative at Cornerstone Management, Inc.
13 yearsExperience
1 stateRegistered in
$2.3BFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Cornerstone Management, Inc.Aug 2022 to now
  2. Medical University of South CarolinaAug 2021 to Jun 2023
  3. Clemson UniversityAug 2017 to May 2021
  4. Northwood AcademyJan 2013 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (GA).

Cornerstone Management, Inc.

$2.3BAssets managed
286Clients
9Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7772739
Firm CRD
125828
Advisor's SEC record (opens in a new tab)
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