CORNERSTONE PLANNING, LLC
Legal name: CORNERSTONE WEALTH PLANNING
CRD #166886 SEC #801-119224 CHARLOTTE, NC 704-849-0123
SEC Registered
Total AUM
$377.2M
Discretionary
$373.3M
Employees
13
Clients
251
Accounts
1,113
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 23, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KNIGHT, CHRISTOPHER, WILLIAM | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNIGHT, CHRISTOPHER, WILLIAM | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNIGHT, CHRISTOPHER, WILLIAM | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNIGHT, CHRISTOPHER, WILLIAM | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNIGHT, CHRISTOPHER, WILLIAM | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNIGHT, CHRISTOPHER, WILLIAM | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNIGHT, CHRISTOPHER, WILLIAM | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNIGHT, CHRISTOPHER, WILLIAM | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNIGHT, CHRISTOPHER, WILLIAM | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| KNIGHT, CHRISTOPHER, WILLIAM | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 23, 2025 REGISTERED
Notice Filings (4)
FL NC SC TX
Address
7810 BALLANTYNE COMMONS PARKWAYSUITE 200
CHARLOTTE, NC 28277
United States
Phone: 704-849-0123