Cornerstone Wealth

Public-record details

Address

16810 Kenton Drive, Suite 200, Huntersville, NC 28078

Phone

(704) 987-3410

Listed under

Financial planning, Flat / fixed fees, % of assets managed, Retirement plan consulting

Legal name

Cornerstone Wealth Group, LLC

CRD number

289971

Registration

SEC registered since 2017-12-22

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Other (Revenue Sharing on Eligible Credit and Cash Management Solutions)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers

Regulatory assets under management

$2.5 billion

Accounts managed

2,274

Clients reported (Form ADV 5.D)

2,506

Individual / high-net-worth clients

2,054 / 319

Employees

50

Other business activities (Form ADV 6.A)

Also active as: other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-08-03

SEC registered investment adviser, CRD 289971, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 289971 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.