| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Kelsey Smith Control | Partner | Under 5% | 2018 |
| Clifford Padgett Hodge | Chief Investment Officer | Under 5% | 2019 |
| Craig Alan Rubrecht Control | Chief Executive Officer | Under 5% | 2018 |
Cornerstone Wealth Group, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
Cornerstone Wealth Group, LLC reports 50 employees.
Cornerstone Wealth Group, LLC is based in Huntersville, NC and has been SEC-registered since 2017.
Cornerstone Wealth Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 16810 Kenton Drive, Suite 200, Huntersville, NC 28078 |
| Phone | 704-987-3410 |
| Fax | 704-987-4240 |
| Office hours | 8:00 a.m. - 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1774879 |
| Discloses disciplinary history | No |
| Discretionary | $2.11B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.11B |