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CORNERSTONE ADVISORY

HUNT VALLEY, MD · CRD 142359 · IAPD ↗ · cornerstoneadvisory.com · 410-468-1693

$2.25BRegulatory AUM
9Advisory reps
19Employees
0Clients
51-100Planning clients
1Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — CORNERSTONE ADVISORY notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2026 — CORNERSTONE ADVISORY notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — CORNERSTONE ADVISORY notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2025 — CORNERSTONE ADVISORY notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — CORNERSTONE ADVISORY notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
June 2024 — CORNERSTONE ADVISORY notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — CORNERSTONE ADVISORY notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.