CORNERSTONE ADVISORY

RIASEC RegisteredEst. 2007
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$717K
Accounts
3,135
Employees
19
Advisory reps
9

Firm details

Headquarters
HUNT VALLEY, Maryland
CRD number
142359
Registered since
July 5, 2007
Website
cornerstoneadvisory.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI82.48%
  • Pension & Profit Sharing Plans7.35%
  • Individuals7.14%
  • Corporations / Businesses1.63%
  • Pooled Investment Vehicles1.35%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Cornerstone Advisory is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals and pooled vehicles, and pension consulting services. Its billing is a mix of assets-under-management fees, hourly rates and fixed fees. The firm is not flagged as an active ESG investor. Cornerstone Advisory was named among FA Magazine’s Top RIA Firms in 2020 and holds roles that include acting as an adviser and as a sponsor or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 58%, Exchange Traded Equities 21%, Cash & Cash Equivalents 6%, Other 6%, Investment Grade Corp Bonds 5%, Non-Exchange Traded Equities 3%, Private Funds 1%58%
  • Public Funds/Mutual Funds58%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents6%
  • Other6%
  • Investment Grade Corp Bonds5%

Contacts

3 of 9

  • PATRICK RYAN

    Private Wealth AdvisorCRD 6423965

  • JAMES FOXEN

    Private Wealth AdvisorCRD 2460533

  • Christopher Pesota

    Private Wealth AdvisorCRD 6684235

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 100

Active vs passive

$760M in ETFs

Passive

45%

$339M

Active

43%

$421M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI)JP MorganActiveDerivative Income$115M2,030,56015.15%
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Location

Primary office

HUNT VALLEY, MD

BALTIMORE

Location

HUNT VALLEY, MD

Headquartered in HUNT VALLEY, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
211 Old Padonia Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth