CORNERSTONE ADVISORY
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Company Profile
| As of Date | 04/03/2026 |
| ADV Location | United States, MD |
| Adviser Type - Large advisory firm | |
| Number of Employees | 22 10% |
| of those in investment advisory functions | 10 11% |
| AUM* | 2,273,963,953 23% |
| of that, discretionary | 2,249,006,784 22% |
| Private Fund GAV* | 30,427,347 17% |
| Avg Account Size | 661,998 7% |
| High Net Worth | 41.28% 26% |
| SMA’s | Yes |
| Private Funds | 1 |
| Websites |
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
Private Funds
Employees
Private Funds Structure
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count1 | GAV$30,427,347 |