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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 2506 | 2402 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.