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Cornerstone Planning, LLC

● SEC registered since 2020CRD 166886SEC# 801-119224Charlotte, NC
Export (members)
Reg. AUM
$377.2M
Employees
13
Accounts
1,113
Location
Charlotte, NC

Cornerstone Planning, LLC assets under management

Cornerstone Planning, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2020. It reports $377.2 million in regulatory assets under management and employs 13 people.
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Cornerstone Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Christopher William Knight ControlManaging Director And Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Cornerstone Planning, LLC manage?

Cornerstone Planning, LLC reports $377.2 million in regulatory assets under management on its Form ADV.

How many employees does Cornerstone Planning, LLC have?

Cornerstone Planning, LLC reports 13 employees.

Where is Cornerstone Planning, LLC located?

Cornerstone Planning, LLC is based in Charlotte, NC and has been SEC-registered since 2020.

Does Cornerstone Planning, LLC disclose fund performance?

Cornerstone Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7810 Ballantyne Commons Parkway, Suite 200, Charlotte, NC 28277
Phone704-849-0123
Office hours8:30a.m.-5p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1802105
Discloses disciplinary historyNo

Assets under management

Discretionary$373.3M
Non-discretionary$3.8M
Total (RAUM)$377.2M