A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

Cornerstone Wealth, LLC/TN

Greeneville, TNCandidateidentity confidence 30%cornerstonewealthtn.com

Why this class: 13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company.

Not yet hand-verified
Last observed Sep 16, 2026 · 18 observations · 4 sources
6 people · 0 investments · 96 public positions · 2 events
This entity is a candidate. One public signal put it on the graph (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company); it is not counted as a confirmed family office and nothing below should be read as saying it is one.
Identity
30
moderate
Data depth
55
elevated
Freshness
100
high
Active deployment
0
low
Direct investing
0
low
External managers
0
low
Private markets
0
low
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
0
low
Contactability
50
elevated
Mandate confidence
0
low

Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.

Overview
Profile completeness 47% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Greeneville, TN
Office address
unknown
Business phone
unknown
Website
cornerstonewealthtn.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $178M. These are different facts and are never added together.
Form 13F
$178M across 96 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Family and wealth origin
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
PersonTitleResponsibilityBusiness contactSource
Brian J. ClickManaging Partner | Wealth AdvisorLeadership
phone: 423-588-7151 (published by the subject, May 19, 2026)
cornerstonewealthtn.com Fact
George ScottPartner | Wealth AdvisorLeadershipnone on recordcornerstonewealthtn.com Fact
Brian J. ClickChief Compliance OfficerOperations and finance
phone: 423-588-7151 (published by the subject, May 19, 2026)
sec.gov Fact
Buffie ShepherdOperations ManagerOperations and financenone on recordcornerstonewealthtn.com Fact
Marah JeffersOperations AssociateOperations and financenone on recordcornerstonewealthtn.com Fact
Alan RaderAssociate Wealth AdvisorOthernone on recordcornerstonewealthtn.com Fact
Office contact points
Business phone: 423.588.7151 (published by the subject) cornerstonewealthtn.com
Office address: 517 N. MAIN STREET, SUITE A, Greeneville, TN, 37745 (published by the subject) sec.gov
Website: cornerstonewealthtn.com (published by the subject) cornerstonewealthtn.com
Investment mandate

inferred only: public equity book 177721012.0

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$178M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings

Top 40 positions of 96 for the quarter ended Mar 31, 2026; $153M shown of $178M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
CALAMOS ETF TRAUTOCALLABLE INC$18.7M693,53610.5%
FIDELITY COVINGTON TRUSTHIGH DIVID ETF$12.0M203,6466.7%
INNOVATOR ETFS TRUSTUS EQTY PWR BUF$8.2M181,5974.6%
INNOVATOR ETFS TRUSTGRWT100 PWR BF$7.8M136,6284.4%
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR$7.8M118,8024.4%
ISHARES TRRUS TP200 GR ETF$7.7M27,5744.3%
INNOVATOR ETFS TRUSTUS EQTY PWR BF$6.3M141,0243.5%
INNOVATOR ETFS TRUSTGROWTH 100 PWR B$5.7M181,3403.2%
INNOVATOR ETFS TRUSTUS EQTY PWR BUF$5.4M128,5633.0%
INNOVATOR ETFS TRUSTINNOVATOR GW 100$5.3M181,6853.0%
CALAMOS ETF TRNASDAQ AUTOCALLL$5.3M201,4393.0%
FIDELITY MERRIMACK STR TRTOTAL BD ETF$5.1M111,0582.9%
INNOVATOR ETFS TRUSTINTRNL DEV JAN$4.7M127,8792.7%
INNOVATOR ETFS TRUSTUS EQTY PWR BUF$4.3M93,2382.4%
BLACKROCK ETF TRUSTISHARES US EQUIT$3.8M60,0032.1%
SCHWAB STRATEGIC TRFUNDAMENTAL INTL$3.2M62,4041.8%
WALMART INCCOM$3.1M24,1371.7%
FIDELITY COVINGTON TRUSTENHANCED MID$2.9M76,0701.6%
INNOVATOR ETFS TRUSTINDEX AUTOCALLAB$2.8M107,9451.6%
INNOVATOR ETFS TRUSTINTL DEVELOPED$2.6M88,9341.5%
APPLE INCCOM$2.3M8,3511.3%
INNOVATOR ETFS TRUSTUS EQTY PWR BUF$2.0M41,6021.1%
INNOVATOR ETFS TRUSTUS SMALL CAP PWR$2.0M71,9001.1%
INNOVATOR ETFS TRUSTEMERGING MKT PWR$2.0M59,4401.1%
INNOVATOR ETFS TRUSTEMRGNG MKT JAN$2.0M55,6721.1%
ISHARES INCMSCI EMRG CHN$1.8M20,1311.0%
ISHARES TREAFE GRWTH ETF$1.7M14,8471.0%
JANUS DETROIT STR TRHENDERSON MTG$1.5M32,7180.8%
INNOVATOR ETFS TRUSTUS EQTY PWR BUF$1.5M32,9540.8%
GLOBAL X FDSUS INFR DEV ETF$1.4M25,2960.8%
INNOVATOR ETFS TRUSTGRWT100 PWR BUF$1.4M23,3850.8%
ISHARES TRCORE S&P500 ETF$1.4M1,9040.8%
FIRST TR EXCHANGE TRADED FDSMID RISNG ETF$1.3M31,9190.8%
INNOVATOR ETFS TRUSTINTL DEVELOPED P$1.3M42,1570.7%
NVIDIA CORPORATIONCOM$1.2M5,8460.7%
INNOVATOR ETFS TRUSTINTRNL DEV JULY$1.2M33,2090.6%
INNOVATOR ETFS TRUSTUS EQT PWR BUF$1.1M27,6410.6%
INNOVATOR ETFS TRUSTUS SML CP PWR B$1.1M34,2760.6%
INNOVATOR ETFS TRUSTGROWTH 100 PWR B$1.1M37,0210.6%
INNOVATOR ETFS TRUSTUS EQTY PWR BUF$1.1M22,2480.6%
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 11, 2026Office discoveredCornerstone Wealth, LLC/TN files Form 13F (non_adviser_filer, $177,721,012 in 96 positions)DiscoveryInferencesec.gov
Sources and evidence

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 18 shown.

Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (1 days)
Contactability
+30 named decision-makers (Brian J. Click (Managing Partner | Wealth Advisor); George Scott (Partner | Wealth Advisor))
+20 verified business phones (3)
Data confidence
+10 website
+10 people
+5 public holdings
+10 regulatory record
+20 independent sources (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 regulatory identifier (CIK, CRD or EIN)
+20 website
+30 independent sources (4 sources)
Research priority
+11 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($177,721,012)
+3 candidate, identity unresolved
+0 rank (1613)
Mandate confidence
no components; scored 0
Identity confidence
+30 classification (CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 filed a 13F for a recent quarter (the entity operates; not deployment)
+25 a source-dated fact within 12 months (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HRSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Filing address517 N. MAIN STREET, SUITE A, Greeneville, TN, 37745Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnon_adviser_filerMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions96Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$178MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersGreeneville, TNMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Team page urlhttps://www.cornerstonewealthtn.com/our-team/Sep 16, 2026Family office and investment company websites (about, team, portfolio, news pages) cornerstonewealthtn.comFact
Team page urlhttps://www.cornerstonewealthtn.com/our-team/Sep 14, 2026Family office and investment company websites (about, team, portfolio, news pages) cornerstonewealthtn.comFact
Team page urlhttps://www.cornerstonewealthtn.com/our-team/Sep 12, 2026Family office and investment company websites (about, team, portfolio, news pages) cornerstonewealthtn.comFact
Websitecornerstonewealthtn.comSep 12, 2026DFX model output (classification rules, scores, mandates, matches) cornerstonewealthtn.comInference
Website readsite-fo-3Sep 14, 2026Family office and investment company websites (about, team, portfolio, news pages) cornerstonewealthtn.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company websites (about, team, portfolio, news pages) cornerstonewealthtn.comFact
Website titleCornerstone Wealth Management GroupSep 14, 2026Family office and investment company websites (about, team, portfolio, news pages) cornerstonewealthtn.comFact
Website titleCornerstone Wealth Management GroupSep 12, 2026Family office and investment company websites (about, team, portfolio, news pages) cornerstonewealthtn.comFact