CORNERSTONE ADVISORY

Company Profile

As of Date 09/22/2025
ADV Location United States, MD
Websites
AUM* 2,029,410,894 16%
of that, discretionary 2,012,336,108 16%
Private Fund GAV* 25,926,863
Avg Account Size 677,826 1%
High Net Worth 31.98% 12%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Number of Employees 20 5%

of those in investment advisory functions 9

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

Recent News

Reported AUM

2B 1B 1B 973M 730M 486M 243M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypeHedge Fund Count1 GAV$25,926,863

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