Cornerstone Wealth is an investment advisor in Huntersville with $1.26 bn assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
822502694
SEC advisor number
801-112164
FINRA CRD number
289971
AUM ?
$1.26 bn
(as of 14 Dec 22)
Accounts
2,079
(as of 14 Dec 22)
Employees
38
(38 investment advisory or research)
Address
Cornerstone Wealth
16810 KENTON DRIVE, SUITE 200
HUNTERSVILLE
NC 28078
16810 KENTON DRIVE, SUITE 200
HUNTERSVILLE
NC 28078
Office hours
Monday - Friday, 8:00 AM - 5:30 PM
Phone
704-987-3410
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Focus Operating, LLC | Member (Manager) | 09/2017 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Rubrecht, Craig, Alan | Chief Executive Officer | 01/2018 | < 5% |
Fiessinger, Terri, E | Chief Operations Officer | 01/2018 | < 5% |
Carbone, Jeffrey, Alan | Partner | 01/2018 | < 5% |
Smith, Andrew, Kelsey | Partner | 01/2018 | < 5% |
Posner, Rachel, Lee | Chief Compliance Officer | 01/2018 | < 5% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Hodge, Clifford, Padgett | Chief Investment Officer | 12/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22