Cornerstone Wealth

RIASEC RegisteredEst. 2017
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$1.1M
Accounts
2,274
Employees
50
Advisory reps
31

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 47%, Exchange Traded Equities 39%, Cash & Cash Equivalents 5%, Other 3%, State & Local Bonds 2%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, Private Funds 1%47%
  • Public Funds/Mutual Funds47%
  • Exchange Traded Equities39%
  • Cash & Cash Equivalents5%
  • Other3%
  • State & Local Bonds2%

Owners & executives

3 of 4
  • Rachel Posner

    Rachel Posner

    Chief Compliance OfficerCRD 3275176

  • Clifford Hodge

    Clifford Hodge

    CIO & PartnerCRD 5539479

  • Craig Rubrecht

    Craig Rubrecht

    CEOCRD 2837714

Unlock 1 more executives →

Contacts

3 of 27
  • Whitney Pappas

    Whitney Pappas

    Senior Business Development OfficerCRD 5197056

  • Jeffrey Powell

    Jeffrey Powell

    Wealth Advisor and PartnerCRD 4320338

  • Brenda Pressley

    Brenda Pressley

    Financial AdvisorCRD 3250243

Unlock 24 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 340

Active vs passive

$1.7B in ETFs

Passive

71%

$1.2B

Active

18%

$478M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$91.4M122,4335.47%
Unlock additional holdings →

Location

Primary office

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

Similar firms

A4 Wealth Advisors LLC

RIA

Huntersville, NC

AUM $214MTEAM 8REPS 8

Trusttree Financial LLC

RIA

Huntersville, NC

AUM $78MTEAM 2REPS 2

Tactical Investment Advisors, LLC

RIA

Huntersville, NC

AUM $33.1MTEAM 3REPS 3

Alphastar Capital Management

RIA

Cornelius, NC

AUM $2.5BTEAM 150REPS 153

Capital Investment Advisory Services, LLC

RIA

Raleigh, NC

AUM $2.4BTEAM 91REPS 104

Guardian Wealth Advisors, LLC

RIA

Raleigh, NC

AUM $2.7BTEAM 50REPS 33
More RIAs in Huntersville →All North Carolina RIAs →