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CORNERSTONE ADVISORY
Legal name: CORNERSTONE ADVISORY, LLC
CRD 142359File 801-68058
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.