← Directory
CORNERSTONE ADVISORY
Legal name: CORNERSTONE ADVISORY, LLC
CRD 142359File 801-68058
APPROVED
Retail clients
Custody
Filing as of Sep 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.25B
Top 25% of cohort (national)
Discretionary AUM
$2.25B
Clients
854
3,135 accounts
Employees
19
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 5, 2007
- Principal office
- 211 OLD PADONIA ROAD, HUNT VALLEY, MD, 21030
- Phone
- 410-468-1693
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.25B
- Discretionary AUM
- $2.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,135
- Non-discretionary accounts
- 0
- Total accounts
- 3,135
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $36.7M |
| Charitable organizations | Fewer than 5 | $1.0M |
| High net worth individuals | 452 | $1.85B |
| Pooled investment vehicles | 1 | $30.4M |
| Pension and profit sharing plans | 24 | $165.3M |
| Individuals (other than high net worth individuals) | 356 | $160.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 19 | increased by2 |
| Apr 1, 2026 | Clients | 830 | 854 | increased by24 |
| Apr 1, 2026 | AUM | $2,012,336,108 | $2,249,006,784 | increased by$236,670,676 |
| Apr 1, 2026 | Accounts | 2,761 | 3,135 | increased by374 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 17 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 846 | 830 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,702,231,855 | $2,012,336,108 | increased by$310,104,253 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,222 | 2,761 | increased by1,539 |
| Apr 1, 2022 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2022 | Clients | 720 | 846 | increased by126 |
| Apr 1, 2022 | AUM | $1,429,405,386 | $1,702,231,855 | increased by$272,826,469 |
| Apr 1, 2022 | Accounts | 1,256 | 1,222 | decreased by34 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORNERSTONE ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORNERSTONE ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.