Reported as registered
CORNERSTONE WEALTH
CRD 289971 · SEC 801-112164
HUNTERSVILLE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
325 sourced firms · query 74 ms
Reported as registered
CORNERSTONE WEALTH PLANNING
CRD 166886 · SEC 801-119224
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORRUM CAPITAL MANAGEMENT
CRD 168693 · SEC 801-78415
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COUNTERWEIGHT PRIVATE WEALTH
CRD 327880 · SEC 801-128694
WILMINGTON, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC
CRD 306974 · SEC 801-135570
PINEHURST, NC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
COVENANT VENTURE CAPITAL, LLC
CRD 316578 · SEC 802-122676
WILMINGTON, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CROSSGEN WEALTH LLC
CRD 336270 · SEC 801-133964
GREENVILLE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CROWN WEALTH GROUP LLC
CRD 299732 · SEC 801-120589
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAVIS INVESTMENT PARTNERS, LLC
CRD 318783 · SEC 801-123320
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DEFENDER CAPITAL
CRD 159607 · SEC 801-80977
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DELEGATE ADVISORS, LLC
CRD 159953 · SEC 801-72996
CHAPEL HILL, NC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
DENTAL INNOVATION ALLIANCE MANAGEMENT COMPANY, LP
CRD 333781 · SEC 802-131597
CARY, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DOLAN CAPITAL ADVISORS, LLC
CRD 269886 · SEC 801-130232
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DOVETAIL FINANCIAL GROUP LLC
CRD 311298 · SEC 801-119910
WILMINGTON, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DREHER FINANCIAL PARTNERS
CRD 104537 · SEC 801-125002
SOUTHERN PINES, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EASTOVER CAPITAL MANAGEMENT
CRD 150821 · SEC 801-70406
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ECHO HEALTH VENTURES LLC
CRD 312774 · SEC 802-120655
DURHAM, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EMERALD ASSET MANAGEMENT, INC.
CRD 174691 · SEC 801-132053
ROCKY MOUNT, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
EQV ADVISORY, LLC
CRD 338271 · SEC 801-134372
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ETON ADVISORS
CRD 289395 · SEC 801-111042
CHAPEL HILL, NC
Source release August 3, 2026 · retrieved August 18, 2026