CORNERSTONE WEALTH, LLC

CRD

313269

SEC file #

801-123282

EIN

831582356

DBA names

Cornerstone Wealth Management Group

Economics

AUM

$284.7M

AUM band

$100M-$500M

AUM trajectory

'23 · $112.0M

'25 · $244.5M

'26 · $284.7M

'23'26

$112.0M → $284.7M▲ +154%

sec adv history

Client mix

Individuals Other	503
Individuals High Net Worth	64
Charitable Organizations	7
Pension Profit Sharing Plans	5
Other	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'23 · 3 advisors

'25 · 4 advisors

'26 · 4 advisors

'23'26

3 advisors → 4 advisors▲ +33%

sec adv history

Primary office

GREENEVILLE TN

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsEducational Seminars Workshops

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/11/2026

ADV-W filed at

—

Website

cornerstonewealthtn.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CLICK, BRIAN, JACK

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

CLICK, BRIAN, JACK

Scott, George, Robert

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CORNERSTONEWEALTHTN.COM

Rdap Domain Creation Date

2014-12-25T01:01:52Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

194,116

Form 5500 Compensation Trajectory 3y

2025	178,095
2026	16,021

Form 5500 Plan Count Trajectory 3y

2025	8
2026	1

Schedule C Total Compensation

194,116

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001990487

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-10-23

Edgar Last Filing Date

2023-10-23

Edgar Form D Count

Edgar Form D Offerings

2023-10-232023-10-23 · 0001990487-23-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1478

Soi Zip Pct 200k Plus

0.0322

Soi Zip Returns 200k Plus

270

Soi Zip Total AGI

512,161

Fdic Zip Total Deposits

10,439,728,000

Fdic Zip Branch Count

242

Fdic Zip Top Banks

First Horizon Bank

Heritage Community Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

19833 LEITERSBURG PIKESUITE 1HAGERSTOWN, MD 21742

Business

19833 LEITERSBURG PIKESUITE 1HAGERSTOWN, MD 21742

Edgar EIN

831582356

Edgar Recent Filings

D2023-10-23 · 0001990487-23-000002

Fdic Zip Branches Raw

SunTrust Bank, East Tennessee, National AssociationGreeneville, TN

Fdic Zip HHI

1301.5

Fdic Zip Top Bank Share Pct

24.85

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-12-25T01:01:52Z

Rdap Domain Last Changed

2024-12-25T17:30:29Z

Rdap Nameservers

Ns29.domaincontrol.comNs30.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	34,709
Returns	2,720

Stub 2

AGI	89,709
Returns	2,460

Stub 3

AGI	74,346
Returns	1,210

Soi Zip Total Business Income

23,610

Soi Zip Total Cap Gains

24,813

Soi Zip Total Dividends

8,851

Soi Zip Total Returns

8,390

Top Owner CRD

3242951

Trust Company Affiliate