RIA Intel›Advisers›Indiana›CORNERSTONE ADVISORY, LLC

CORNERSTONE ADVISORY, LLC

Advisory

GREENFIELD, IN

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account
$175K
across 111 accounts
AUM per adviser
$6M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$19M
Discretionary %
11.3%
Clients
111
Employees
5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$2M
Non-Discretionary AUM$17M
Discretionary %11.3%
Total Clients111
Team
Total Employees5
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

VECTOR FINANCIAL SERVICES, LLC
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AUSTIN FINANCIAL STRATEGIES, INC.
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MYERS ASSET MANAGEMENT LLC
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EVIA INVESTMENT ADVISORS, LLC
$19M
TWO FISH MANAGEMENT, LLC
$20M
-73.4% 1Y
MORRIS GROUP ADVISORY SERVICE, INC
INDIANAPOLIS, IN
$19M

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