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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| CornerStone Planning LLC
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| CRD # | 166886 |
| SEC # | 801-119224 |
| CIK # | 0001802105, 0001822587 |
| AUM | $377.2 M (2025-02-23) |
| Employees | 13 (62% Investors, 0% Brokers) |
| Phone | 704-849-0123 |
| Address | 7810 Ballantyne Commons Parkway Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.0 | ||
| Nvidia Corp | 5.2 | ||
| Amazon Com Inc | 2.6 | ||
| Microsoft Corp | 2.4 | ||
| J P Morgan Chase & Co | 2.1 | ||
| American Express Co | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 132.6 |
| (b) Individuals (high net worth individuals) | 89 | 238.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.8 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,113 | 377.2 |
| By Discretionary | ||
| Discretionary | 1,112 | 373.3 |
| Non-Discretionary | 1 | 3.8 |
| Total | 1,113 | 377.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 377.2 | |
| Total | 1,113 | 377.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802105] | |
| 13F-HR | [0001822587] |
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|---|---|---|
|
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OH | 0.4 |
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Power Wealth Management LLC
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GA | 0.4 |
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NH | 0.4 |
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The Hackett Group LLC
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LA | 0.4 |
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Sylvest Advisors LLC
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TX | 0.4 |
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Capital Investment Advisors Inc
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DC | 0.4 |
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Cascade Investment Group Inc
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CO | 0.4 |
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Yeomans Consulting Group Inc
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GA | 0.4 |
|
Harlow Wealth Management Inc
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WA | 0.4 |
|
Axiom Financial Strategies Group LLC
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IN | 0.4 |