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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-22-2017
- Office Locations
- 9
Office Locations
About Cornerstone Wealth
Cornerstone Wealth is a fiduciary advisory firm providing personalized financial planning and wealth management for individuals, couples, and families, with a strong emphasis on retirement planning. Services span risk/insurance reviews, tax and estate planning support, and investment management including account consolidation, asset allocation, portfolio construction, and ongoing portfolio reviews. Based in Huntersville, NC with offices in NC and SC; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between July 18, 2025 and August 3, 2026, reported AUM increased 18.0%, from $2.1B to $2.5B.
Across 5 reported observations, AUM increased 97.0% between December 14, 2022 and August 3, 2026, from $1.3B to $2.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 50 advisory representatives and 2,556 clients, or 51.1 clients per representative. That equates to $973.0K in reported AUM per client.
The profile lists 9 reported office locations and 8 years in operation. The source data was last updated on October 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cornerstone Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY ALAN CARBONE
Advisor, PARTNER
- CRD
- #2104647
- Ownership
- Less than 5%
TERRI E FIESSINGER
Chief Financial Officer, Chief Operating Officer, Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Sean Michael Bandazian
Advisor
- CRD
- #5605079
Robert William Benton
Director, Financial Advisor
- CRD
- #6928217
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,487,042,824 | $1,093,686 |
| Non-Discretionary | $0 | -- |
| Total | $2,487,042,824 | $1,093,686 |
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Separately Managed Accounts
SMA allocation detail is available
Cornerstone Wealth has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cornerstone Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.