Firm profile

CORNERSTONE WEALTH

HUNTERSVILLE, NCCRD 289971Latest ADV March 24, 2026

Cornerstone Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Huntersville, NC. Its latest Form ADV filing, dated March 24, 2026, reports $2.5B in regulatory assets under management, 50 employees, 7 offices, and 2,274 accounts.

Assets Under Management
$2.5B
Employees
50
Offices
7 offices
Total Clients
2,506
Primary office
HUNTERSVILLE, NC
16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOCraig A. Rubrecht
CCORachel L. Posner
CFOTerri E. Fiessinger

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 82.0% of total clients.
Top client categories% of clientsClients
1
Individuals
82.0%
2,054
2
HNWI
12.7%
319
3
RIA MAN ANNUITIES
4.2%
104
4
Corporations
1.2%
29
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.5Bas of March 24, 2026
Discretionary100.0%
$2.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.5B
Total Accounts2,274
10Y AUM Change+$2.5B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees50
Clients per Employee50:1
10Y Employee Change+6 (+13.6%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.