Data / Investment advisers / Maryland / Cornerstone Advisory
Cornerstone Advisory, Hunt Valley, MD: $2.2 billion AUM, SEC registered investment adviser
Cornerstone Advisory is an SEC registered investment adviser with its main office in Hunt Valley, Maryland and reports $2.2 billion in regulatory assets under management in its Form ADV filed September 1, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 142359
- SEC file number
- 801-68058
- SEC status
- Approved, effective July 5, 2007
- Legal name
- Cornerstone Advisory, LLC
- Main office
- 211 Old Padonia Road, Hunt Valley, MD 21030
- Phone
- (410) 468-1693
- Website
- cornerstoneadvisory.com
- Regulatory AUM
- $2,249,006,784 in the Form ADV filed September 1, 2026
- Discretionary AUM
- $2,249,006,784
- Accounts
- 3,135
- Employees
- 19, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $30,427,347
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 452 | $1.85 billion |
| Pension and profit sharing plans | 24 | $165.3 million |
| Individuals (other than high net worth individuals) | 356 | $160.6 million |
| Corporations or other businesses | 21 | $36.7 million |
| Pooled investment vehicles | 1 | $30.4 million |
| Charitable organizations | Fewer than 5 | $1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.25 billion | March 24, 2026 |
| December 1, 2025 | $2.01 billion | September 22, 2025 |
Other advisers in Hunt Valley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Asset Strategy Consultants LLC | Hunt Valley | $5.16 billion | Not listed | adviserinfo.sec.gov |
| G10 LLC | Hunt Valley | $4.91 billion | 16 | adviserinfo.sec.gov |
| Verdence Capital Advisors, LLC | Hunt Valley | $4.63 billion | Not listed | adviserinfo.sec.gov |
| SC&H Wealth | Hunt Valley | $1.23 billion | Not listed | adviserinfo.sec.gov |
| Financial Consulate | Hunt Valley | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Marathon Capital Management | Hunt Valley | $790.1 million | Not listed | adviserinfo.sec.gov |
| The Marshall Financial Group LLC | Hunt Valley | $735.6 million | Not listed | adviserinfo.sec.gov |
| VSM Wealth Advisory, LLC | Hunt Valley | $677.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Hunt Valley, MD
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Cornerstone Advisory on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.