Cornerstone Planning, LLC
● SEC registered since 2020CRD 166886SEC# 801-119224Charlotte, NC
Reg. AUM
$485.9M
Employees
13
Accounts
1,273
Location
Charlotte, NC
Cornerstone Planning, LLC assets under management
Cornerstone Planning, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2020. It reports $485.9 million in regulatory assets under management and employs 13 people.
Cornerstone Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher William Knight Control | Managing Director | Over 75% | 2013 |
| James Michael Cullen | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Cornerstone Planning, LLC manage?
Cornerstone Planning, LLC reports $485.9 million in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Planning, LLC have?
Cornerstone Planning, LLC reports 13 employees.
Where is Cornerstone Planning, LLC located?
Cornerstone Planning, LLC is based in Charlotte, NC and has been SEC-registered since 2020.
Does Cornerstone Planning, LLC disclose fund performance?
Cornerstone Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7810 Ballantyne Commons Parkway, Suite 200, Charlotte, NC 28277 |
| Phone | 704-849-0123 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1802105 |
| Discloses disciplinary history | No |
Regulatory AUM
$485.9M▲ 29%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$485.9Mregulatory AUM
Discretionary $481.6MNon-discretionary $4.3M