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CORNERSTONE WEALTH
Legal name: CORNERSTONE WEALTH GROUP, LLC
CRD 289971File 801-112164
APPROVED
Retail clients
Custody
Filing as of Aug 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.49B
Top 25% of cohort (national)
Discretionary AUM
$2.49B
Clients
2,402
2,274 accounts
Employees
50
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 22, 2017
- Principal office
- 16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC, 28078
- Phone
- 704-987-3410
- Website
- HTTPS://CWGRETIRE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.49B
- Discretionary AUM
- $2.49B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,274
- Non-discretionary accounts
- 0
- Total accounts
- 2,274
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 29 | $17.3M |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 319 | $1.45B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 2,054 | $988.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 2,506 | 2,402 | decreased by104 |
| Apr 1, 2026 | Clients | 2,479 | 2,506 | increased by27 |
| Apr 1, 2026 | AUM | $2,108,342,140 | $2,487,042,824 | increased by$378,700,684 |
| Apr 1, 2026 | Accounts | 6,834 | 2,274 | decreased by4,560 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 38 | 50 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,159 | 2,479 | increased by320 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,262,416,773 | $2,108,342,140 | increased by$845,925,367 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,079 | 6,834 | increased by4,755 |
| Apr 1, 2022 | Employees | 32 | 38 | increased by6 |
| Apr 1, 2022 | Clients | 5,075 | 2,159 | decreased by2,916 |
| Apr 1, 2022 | AUM | $1,066,360,174 | $1,262,416,773 | increased by$196,056,599 |
| Apr 1, 2022 | Accounts | 4,875 | 2,079 | decreased by2,796 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORNERSTONE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORNERSTONE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.