DBA: CORNERSTONE WEALTH PLANNING
| Total AUM | $485.9M |
| Discretionary | $481.6M99% of AUM |
| Non-Discretionary | $4.3M |
| Client Accounts | 1,273 |
| Avg Account Size | $382K |
| Employees | 13 |
| Peak AUM | $485.9MFeb 2026 |
| AUM CAGR | +29.4% /yrover 6 yrs · 11 filings |
Total AUM
$486M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $486M | +28.8% | +29.4% | +29.6% | |
| Discretionary AUM | |||||
| Total AUM | $485.9M |
| Discretionary | $481.6M |
| Employees | 13 |
| Client Accounts | 1273 |
| Client Range | 251-500 |
Address
7810 BALLANTYNE COMMONS PARKWAY
CHARLOTTE NC 28277
Phone
704-849-0123
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$482M
99.1% of AUM
Non-Discretionary
$4M
0.9% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
| $482M |
| +29.0% |
| +29.7% |
| +30.4% |
| Non-Disc. AUM | $4M | +11.9% | +11.3% | 3.8% |
| Total Accounts | 1k | +14.4% | +17.7% | +15.8% |
| Avg Account Size | $381,700.873 | +12.6% | +10.0% | +12.0% |
| Employees | 13 | 0.0% | +9.4% | +10.4% |
| AUM / Employee | $37M | +28.8% | +18.3% | +17.4% |
Client AUM Segments | |||||
| Wealth AUM | $479M | +29.2% | +29.9% | +30.3% | |
| Institutional AUM | $7M | +9.8% | +7.7% | +5.6% | |
Client Count Segments | |||||
| HNW Clients | 282 | 1.1% | +7.2% | +6.8% | |
| Individuals | 127 | +42.7% | +32.4% | +28.5% | |