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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-05-2013
- Office Locations
- 1
Office Locations
About Cornerstone Wealth Planning
Cornerstone Wealth Planning (Charlotte, NC) provides comprehensive wealth management spanning financial planning, investment management, and tax and retirement planning for retail and institutional clients. Portfolios are implemented primarily with ETFs and mutual funds/public funds. The firm offers a structured 45-minute discovery meeting, and Managing Director Chris Knight has discussed market volatility and financial advice with WCNC; custody includes Charles Schwab.
Team overview
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CRM
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Investment Themes
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Owner & Executives
CHRISTOPHER WILLIAM KNIGHT
MANAGING DIRECTOR, President
- CRD
- #5240507
- Ownership
- 75% or more
JAMES MICHAEL CULLEN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ESTHER LAURIE BODMAN
Advisor
- CRD
- #2091978
Kevin Douglas Johnson
Advisor
- CRD
- #7733546
Fusion foundation
Alpha value
- CRD
- #66463
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $481,598,034 | $378,615 |
| Non-Discretionary | $4,307,177 | $4,307,177 |
| Total | $485,905,211 | $381,701 |
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Separately Managed Accounts
Total SMA Asset: $485,905,211
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $508,689,999 | 14.3% |
| Public Funds | $1,028,051,816 | 28.9% |
| U.S. Government/Agency | $707,897,271 | 19.9% |
| Cash | $860,859,998 | 24.2% |
| Municipal Bonds | $451,773,637 | 12.7% |
| Total | $3,557,272,721 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER RIDGE FOCUS | WAVE VITAL | YML16D0UU | ZYLPT | 11.49% | $43,804,479 |
| CAPITAL TIMBER ZENITH | RIDGE PEAK | SX3VGS8QV | PPKS | 8.31% | $38,607,409 |
| NORTH FOUNDATION | FUSION HORIZON | 1YRBF2D1L | QEGJ | 3.82% | $32,227,191 |
| RADIAL OPTIMA | ZENITH BEACON | YR31GIH7U | DCXIJ | 2.72% | $58,229,162 |
| CATALYST EMBER NORTH | UNISON PATHWAY | FFYMGETKI | MPLUE | 4.45% | $36,442,635 |
| VALUE ELEMENT | EMBER CAPITAL | K1R2454Y4 | JIHAT | 9.62% | $66,787,485 |
| OAK TIMBER | WAVE ALPHA | 9D8YBG5LI | DEWE | 4.83% | $12,383,568 |
| BRIDGE ELEMENT | BEACON BEACON | A4KHBLSXK | ZWQQ | 7.91% | $81,194,968 |