Investment adviser · CRD 289971
CORNERSTONE WEALTH
Investment adviser filing (IA)
CORNERSTONE WEALTH GROUP, LLC
HUNTERSVILLE, NC, United States · Form ADV filed Aug 3, 2026
- Regulatory AUM
- $2.49B Form ADV · Item 5.F
- Client accounts
- 2,274 Accounts, not individual clients
- Employees
- 50 Reported in this filing
- Advisory professionals
- 50 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 319 | $1,453,722,675 | 58.5% |
| Individuals | 2,054 | $988,535,682 | 39.7% |
| Other clients | 104 | $27,474,338 | 1.1% |
| Corporations & businesses | 29 | $17,310,129 | 0.7% |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
| Charities | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2123485 · Aug 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
16810 KENTON DRIVE, SUITE 200HUNTERSVILLE, NC, 28078, United States
CRD 289971
Filing source
Form ADV 2123485 · Aug 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.