RIA Intel›Advisers›Maryland›CORNERSTONE ADVISORY, LLC

CORNERSTONE ADVISORY, LLC

Advisory

N·HUNT VALLEY, MD

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$2.2B
1-Year AUM Growth
+14.9%
3-Year CAGR
+6.3%
Employees
9
Assets Under Management
Total AUM$2.2B
Discretionary AUM$2.2B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients830
Team
Total Employees9
Investment Advisers19
Employee Growth (1Y)+14.3%
Filing History
Total Filings on Record71
First FilingJun 13, 2007
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 71 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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