Cornerstone Wealth Group, LLC
● SEC registered since 2017CRD 289971SEC# 801-112164Huntersville, NC
Reg. AUM
$2.49B
Employees
50
Accounts
2,274
Location
Huntersville, NC
Cornerstone Wealth Group, LLC assets under management
Cornerstone Wealth Group, LLC is a registered investment adviser overseen by the SEC based in Huntersville, NC. The firm has been registered since 2017. It reports $2.5 billion in regulatory assets under management and employs 50 people.
Cornerstone Wealth Group, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Kelsey Smith Control | Partner | Under 5% | 2018 |
| Clifford Padgett Hodge | Chief Investment Officer | Under 5% | 2019 |
| Craig Alan Rubrecht Control | Chief Executive Officer | Under 5% | 2018 |
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cornerstone Wealth Group, LLC manage?
Cornerstone Wealth Group, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Wealth Group, LLC have?
Cornerstone Wealth Group, LLC reports 50 employees.
Where is Cornerstone Wealth Group, LLC located?
Cornerstone Wealth Group, LLC is based in Huntersville, NC and has been SEC-registered since 2017.
Does Cornerstone Wealth Group, LLC disclose fund performance?
Cornerstone Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16810 Kenton Drive, Suite 200, Huntersville, NC 28078 |
| Phone | 704-987-3410 |
| Fax | 704-987-4240 |
| Office hours | 8:00 a.m. - 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1774879 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.49B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$2.49Bregulatory AUM
Discretionary $2.49B