SourcingSourcing

CORNERSTONE PLANNING, LLC

C28
CRD 166886·SEC 801-119224·CHARLOTTE, NC
AUM
$485.9M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORNERSTONE PLANNING, LLC
CRD
166886
SEC file #
801-119224
EIN
462108723
DBA names
Cornerstone Wealth Planning

Economics

AUM
$485.9M
AUM band
$100M-$500M
AUM trajectory
'21'26
$115.3M → $485.9M▲ +321%
Client mix
Individuals Other282
Individuals High Net Worth127

Operations

Employees (total)
13
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'21'26
3 advisors → 9 advisors▲ +200%
Primary office
CHARLOTTE NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/10/2026
ADV-W filed at
—
Website
rpblueprint.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KNIGHT, CHRISTOPHER, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KNIGHT, CHRISTOPHER, WILLIAM
CULLEN, JAMES, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RPBLUEPRINT.COM
Rdap Domain Creation Date
2017-07-06T01:48:11Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
92,260
Form 5500 Compensation Trajectory 3y
202592,260
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
92,260
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001802105
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2025-04-01
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
3
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0002063364-26-000151

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
7810 BALLANTYNE COMMONS PARKWAYSUITE 200CHARLOTTE, NC 28277
Business
7810 BALLANTYNE COMMONS PARKWAYSUITE 200CHARLOTTE, NC 28277
Edgar EIN
462108723
Edgar Recent Filings
13F-HR2026-05-11 · 0002063364-26-000151
13F-HR2026-03-17 · 0002063364-26-000084
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-06T01:48:11Z
Rdap Domain Last Changed
2026-02-02T09:47:34Z
Rdap Nameservers
Dns1.p08.nsone.netDns2.p08.nsone.netDns3.p08.nsone.netDns4.p08.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5240507
Trust Company Affiliate
No

People (11)

11
KNIGHT, CHRISTOPHER, WILLIAM
IAR · Direct Owner · 87.5%
5240507
JAMES MICHAEL CULLEN
Executive Officer · 2.5%
5111669
Kevin Douglas Johnson
IAR
7733546
ESTHER LAURIE BODMAN
IAR
2091978
AARON JOEL SALTER
IAR
6511293
STEWART MICHAEL NEELY
IAR
7410255
CODY BROWN RITCHIE
IAR
7587698
Shon Emery McCarley
IAR
8187065
JOSEPH MATTHEW MCFADDIN
IAR
4411248
SIDNEY BERT KING
IAR
2423491
Benjamin Eli Small
IAR
7527128