{
  "crd_number": 313269,
  "slug": "cornerstone-wealth-management-group-greeneville-tn-313269",
  "primary_business_name": "CORNERSTONE WEALTH MANAGEMENT GROUP",
  "legal_name": "CORNERSTONE WEALTH, LLC",
  "dbas": [],
  "city": "Greeneville",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "24620",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-01",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 284685934.0,
  "raum_discretionary": 265612059.0,
  "raum_non_discretionary": 19073875.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 120257.0,
      "count": 3,
      "description": "UNASSIGNED",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 4340667.0,
      "count": 7
    },
    "individuals": {
      "raum": 150317650.0,
      "count": 503
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 14751920.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 115155440.0,
      "count": 64
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NC",
    "SC",
    "TN"
  ],
  "websites": [
    "https://cornerstonewealthtn.com",
    "https://facebook.com/cornerstonewealthtn",
    "https://linkedin/in/brianclick"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313269",
  "city_as_filed": "GREENEVILLE",
  "url": "https://advisorcensus.com/firm/cornerstone-wealth-management-group-greeneville-tn-313269",
  "display_name": "Cornerstone Wealth Management Group",
  "summary": "Cornerstone Wealth Management Group is an SEC-registered investment advisory firm in Greeneville, TN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Cornerstone Wealth Management Group (CRD 313269): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Cornerstone Wealth Management Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cornerstone Wealth Management Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Cornerstone Wealth Management Group located?",
      "a": "Cornerstone Wealth Management Group's principal office is in Greeneville, TN, according to its Form ADV."
    },
    {
      "q": "Is Cornerstone Wealth Management Group registered with the SEC or a state?",
      "a": "Cornerstone Wealth Management Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 313269."
    },
    {
      "q": "How much does Cornerstone Wealth Management Group manage?",
      "a": "Cornerstone Wealth Management Group reports $284,685,934 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (93% discretionary)."
    },
    {
      "q": "How have Cornerstone Wealth Management Group's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Cornerstone Wealth Management Group: Regulatory assets under management: $112,000,000 in the October 2022 data and $284,685,934 in the October 2026 data, up 154%. Total employees: 3 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cornerstone Wealth Management Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (503); high net worth individuals (64); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Cornerstone Wealth Management Group use?",
      "a": "Cornerstone Wealth Management Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cornerstone Wealth Management Group report any disciplinary disclosures?",
      "a": "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/313269"
    },
    {
      "q": "What changed in Cornerstone Wealth Management Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $244,463,449 to $284,685,934 (+16%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 112000000.0,
      "total_employees": 3,
      "filing_date": "2022-05-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 155000000.0,
      "total_employees": 3,
      "filing_date": "2023-02-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 190571907.0,
      "total_employees": 6,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 244463449.0,
      "total_employees": 6,
      "filing_date": "2025-04-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 284685934.0,
      "total_employees": 6,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $244,463,449 to $284,685,934 (+16%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cornerstone-wealth-management-group-greeneville-tn-313269.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 503,
      "fewer_than_5": false,
      "raum": 150317650.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 64,
      "fewer_than_5": false,
      "raum": 115155440.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 14751920.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 4340667.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3,
      "fewer_than_5": true,
      "raum": 120257.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/313269",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}