# CORNERSTONE WEALTH

CORNERSTONE WEALTH of HUNTERSVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 289971
- Type: SEC-registered investment adviser
- SEC file number: 801-112164
- Location: 16810 KENTON DRIVE, HUNTERSVILLE, NC, 28078
- Phone: 704-987-3410
- Latest filing: 2026-08-03
- Regulatory AUM: $2.5B
- Discretionary AUM: $2.5B
- Clients: 50
- Accounts: 2,274

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Craig Alan Rubrecht | CHIEF EXECUTIVE OFFICER | — |
| Terri E Fiessinger | CHIEF OPERATIONS OFFICER, CHIEF FINANCIAL OFFICER | — |
| Jeffrey Alan Carbone | PARTNER | — |
| Andrew Kelsey Smith | PARTNER | — |
| Rachel Lee Posner | CHIEF COMPLIANCE OFFICER | — |
| Clifford Padgett Hodge | CHIEF INVESTMENT OFFICER | — |
| SWEENEY JOSEPH EDWARD | PARTNER; PRESIDENT CORNERSTONE RETIRE | — |
| POSNER RACHEL LEE | CCO; CHIEF COMPLIANCE OFFICER | — |
| RUBRECHT CRAIG ALAN | CEO; CEO AND CCO; CHIEF EXECUTIVE OFFICER | — |
| NEEDLEMAN BRIAN TODD | PARTNER | — |
| CARBONE JEFFREY ALAN | PARTNER | — |
| SMITH ANDREW KELSEY | PARTNER | — |
| FIESSINGER TERRI E | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER, CHIEF FINANCIAL OFFICER; COO | — |
| HODGE CLIFFORD PADGETT | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289971/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289971/similar
- Related entities: https://search.stillhousedata.com/firm/289971/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289971

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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.