CORNERSTONE ADVISORY, LLC

Overview

Cornerstone Advisory, LLC is a small, privately owned wealth advisory firm that acts as a capital allocator for individual, family and institutional clients. The firm provides portfolio management for individuals and small businesses, consults on pension matters and performs selection of other advisers, indicating a blend of direct portfolio oversight and third‑party manager relationships. Its fee model mixes percentage‑of‑AUM billing with fixed fees and other arrangements, and the firm maintains broker‑dealer and insurance company affiliations that enable use of insurance‑based products alongside traditional asset management. Investment activity is tilted toward pooled public vehicles rather than concentrated direct equity positions. Cornerstone appears to operate with a heavier emphasis on non‑discretionary engagements—working with clients on an advisory and consulting basis while also offering discretionary management when requested. The firm does not identify as an active ESG investor and is not positioned as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices