# Cornerstone Wealth

> Cornerstone Wealth is an SEC-registered investment advisory firm in Huntersville, NC, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 289971
- Filed as: CORNERSTONE WEALTH
- Legal name: Cornerstone Wealth Group, LLC
- Also doing business as: CORNERSTONE ENTERPRISE SOLUTIONS GROUP, CORNERSTONE RETIRE, CORNERSTONE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Huntersville, NC
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289971
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-wealth-huntersville-nc-289971

## Quick answers

**How is Cornerstone Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Cornerstone Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Cornerstone Wealth located?**
Cornerstone Wealth's principal office is in Huntersville, NC, according to its Form ADV; the September 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Cornerstone Wealth registered with the SEC or a state?**
Cornerstone Wealth is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289971.

**How much does Cornerstone Wealth manage?**
Cornerstone Wealth reports $2,487,042,824 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**How have Cornerstone Wealth's assets and staff changed since 2021?**
In the Form ADV data for Cornerstone Wealth: Regulatory assets under management: $1,066,360,174 in the October 2021 data and $2,487,042,824 in the October 2026 data, up 133%. Total employees: 32 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cornerstone Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,054); high net worth individuals (319); other (104).

**Which custodians does Cornerstone Wealth use?**
Cornerstone Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Cornerstone Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289971

**Does Cornerstone Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "Cornerstone Wealth does not have minimum asset requirements for opening and maintaining accounts or otherwise engaging us."

**What changed in Cornerstone Wealth's recent Form ADV filings?**
In the September 2026 filing data: Added an office in Atlanta, GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> Cornerstone Wealth does not have minimum asset requirements for opening and maintaining accounts or otherwise engaging us.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,487,042,824
- Discretionary: $2,487,042,824
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,054 | $988,535,682 |
| High net worth individuals | 319 | $1,453,722,675 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 29 | $17,310,129 |
| Other | 104 | $27,474,338 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2017 (8 years)
- Employees: 50 total, 50 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, DC, FL, GA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Aiken, SC
- Atlanta, GA
- Charlotte, NC
- Columbia, SC
- Denver, CO
- Greenville, SC
- San Francisco, CA
- Tampa, FL

### Websites listed on Form ADV (Item 1.I)
- cwgadvisors.com
- cwgretire.com
- focusfinancialpartners.com
- Facebook @CWG-ADVISORS-343730062377643
- LinkedIn @CORNERSTONE-FINANCIAL-PARTNERS-INC
- LinkedIn @FOCUS-FINANCIAL-PARTNERS
- X @CWGADVISORS
- X @FOCUSFINANCIAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,066,360,174 | 32 | March 29, 2021 |
| October 2022 | $1,262,416,773 | 38 | September 20, 2022 |
| October 2023 | $1,118,483,263 | 35 | October 4, 2023 |
| October 2024 | $1,292,570,659 | 50 | March 25, 2024 |
| October 2025 | $2,108,342,140 | 50 | July 18, 2025 |
| October 2026 | $2,487,042,824 | 50 | August 3, 2026 |

Regulatory assets under management: $1,066,360,174 in the October 2021 data and $2,487,042,824 in the October 2026 data, up 133%.
Total employees: 32 in October 2021 and 50 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Atlanta, GA.

### April 2026
- Regulatory assets under management went from $2,108,342,140 to $2,487,042,824 (+18%).
- Registered or notice-filed in NV.

### March 2026
- Added an office in Denver, CO.
- No longer lists an office in Boca Raton, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Wealth (CRD 289971): Form ADV filing data as of October 2026.