Cornerstone Wealth
Firm details
- Headquarters
- Huntersville, North Carolina
- CRD number
- 289971
- Registered since
- December 22, 2017
- Website
- www.cwgadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI58.45%
- Individuals39.75%
- Other1.1%
- Corporations / Businesses0.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cornerstone Wealth is an independent registered investment adviser that began SEC registration in 2017 and operates as an LLC. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional clients. It offers a mix of fee arrangements (percentage of AUM, fixed fees and other structures) and provides financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and selection-of-other-advisers services. The firm also engages in other financial product sales and holds several industry affiliations that include broker-dealer and insurance relationships and roles as sponsor or manager of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities39%
- Cash & Cash Equivalents5%
- Other3%
- State & Local Bonds2%
Owners & executives
3 of 4
Clifford Hodge
CIO & PartnerCRD 5539479
Rachel Posner
Chief Compliance OfficerCRD 3275176
Terri Fiessinger
Chief Operating Officer & PartnerCRD 6252802
Contacts
3 of 27
Jeffrey Powell
Wealth Advisor and PartnerCRD 4320338
Annabeth Wilkes
Relationship ManagerCRD 7135988
Zachary Sutton
Wealth AdvisorCRD 6515308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 175Active vs passive
$843M in ETFs
71%
$598M
18%
$245M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $91.4M | 122,433 | 10.84% |
Location
Huntersville, NC
Mecklenburg
Location
Huntersville, NC
Headquartered in Huntersville, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 16810 Kenton Dr
- Time zone
- ET (UTC-5)
- Office locations
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