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CORNERSTONE ADVISORY
CORNERSTONE ADVISORY, LLC
CRD 142359 · SEC 801-68058
211 OLD PADONIA ROAD, HUNT VALLEY, MD, 21030, United States
Phone
410-468-1693
Fax
410-783-0568
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.25B
Discretionary AUM
$2.25B
Team
19 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 356 | $160.6M |
| High net worth individuals | 452 | $1.85B |
| Pooled investment vehicles | 1 | $30.4M |
| Pension/profit sharing plans | 24 | $165.3M |
| Corporations/business entities | 21 | $36.7M |
States served
CA, DE, DC, GA, IL, LA, MD, MA, MI, NV, NJ, NM, NY, NC, OH, OK, PA, SC, TN, VA, WV, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD