# CORNERSTONE FINANCIAL PARTNERS, LLC

CORNERSTONE FINANCIAL PARTNERS, LLC of HUNTERSVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 157935
- Type: SEC-registered investment adviser
- SEC file number: 801-72561
- Location: 16810 KENTON DRIVE, SUITE 200, HUNTERSVILLE, NC, 28078
- Phone: 704-987-3410
- Latest filing: 2017-11-14
- Regulatory AUM: $805.2M
- Discretionary AUM: $794.2M
- Non-discretionary AUM: $11.0M
- Clients: 44
- Accounts: 4,141

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| RUBRECHT CRAIG ALAN | CHIEF COMPLIANCE OFFICER; OWNER; SENIOR PARTNER (+1 more) | — |
| NEEDLEMAN BRIAN TODD | OWNER; SENIOR PARTNER | — |
| CARBONE JEFFREY ALAN | OWNER; SENIOR PARTNER | — |
| SMITH ANDREW KELSEY | OWNER; SENIOR PARTNER | — |
| WOMACK MECO BOBBY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157935/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157935/similar
- Related entities: https://search.stillhousedata.com/firm/157935/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157935

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.