RIA Intel›Advisers›North Carolina›CORNERSTONE FINANCIAL PARTNERS, LLC

CORNERSTONE FINANCIAL PARTNERS, LLC

Advisory

N·HUNTERSVILLE, NC

Data as of Nov 14, 2017 · Source: SEC Form ADV

Total AUM

$805M

1-Year AUM Growth

+31.5%

3-Year CAGR

+2.9%

Employees

39

Assets Under Management

Total AUM$805M

Discretionary AUM$794M

Non-Discretionary AUM$11M

Discretionary %98.6%

Total Clients—

Team

Total Employees39

Investment Advisers44

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingJun 23, 2011

Latest FilingNov 14, 2017

🔒 Full AUM trend chart and 33 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CORNERSTONE FINANCIAL PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.