# Cornerstone Wealth Management Group

> 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.

- CRD: 313269
- Filed as: CORNERSTONE WEALTH MANAGEMENT GROUP
- Legal name: Cornerstone Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greeneville, TN
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313269
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-wealth-management-group-greeneville-tn-313269

## Quick answers

**How is Cornerstone Wealth Management Group compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cornerstone Wealth Management Group located?**
Cornerstone Wealth Management Group's principal office is in Greeneville, TN, according to its Form ADV.

**Is Cornerstone Wealth Management Group registered with the SEC or a state?**
Cornerstone Wealth Management Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 313269.

**How much does Cornerstone Wealth Management Group manage?**
Cornerstone Wealth Management Group reports $284,685,934 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (93% discretionary).

**How have Cornerstone Wealth Management Group's assets and staff changed since 2022?**
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.

**What types of clients does Cornerstone Wealth Management Group serve?**
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).

**Which custodians does Cornerstone Wealth Management Group use?**
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.

**Does Cornerstone Wealth Management Group 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/313269

**What changed in Cornerstone Wealth Management Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $244,463,449 to $284,685,934 (+16%).

## From the Form ADV filing

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

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

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: $284,685,934
- Discretionary: $265,612,059
- Non-discretionary: $19,073,875

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 503 | $150,317,650 |
| High net worth individuals | 64 | $115,155,440 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $14,751,920 |
| Charitable organizations | 7 | $4,340,667 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 3 | $120,257 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NC, SC, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cornerstonewealthtn.com
- linkedin/in/brianclick
- Facebook @cornerstonewealthtn

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $112,000,000 | 3 | May 2, 2022 |
| October 2023 | $155,000,000 | 3 | February 14, 2023 |
| October 2024 | $190,571,907 | 6 | March 14, 2024 |
| October 2025 | $244,463,449 | 6 | April 2, 2025 |
| October 2026 | $284,685,934 | 6 | March 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $244,463,449 to $284,685,934 (+16%).

### December 2025
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Wealth Management Group (CRD 313269): Form ADV filing data as of October 2026.