DAGCO, INC.
Legal name: CORNERSTONE WEALTH MANAGEMENT
CRD #106950 SEC #801-51066 WESTLAKE, OH 440-899-4000
SEC Registered
Total AUM
$518.4M
Discretionary
$511.5M
Employees
8
Clients
251
Accounts
1,049
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $518.4M | $511.5M | $6.9M | 8 | 0 |
| Jan 2025 | $543.6M | $523.9M | $19.7M | 8 | 0 |
| Apr 2024 | $421M | $417.3M | $3.7M | 8 | 0 |
| Mar 2024 | $421M | $417.3M | $3.7M | 8 | 0 |
| Apr 2023 | $329.9M | $329.9M | $0 | 8 | 0 |
| Jan 2023 | $329.9M | $329.9M | $0 | 8 | 0 |
| Aug 2022 | $352.9M | $352.9M | $0 | 7 | 0 |
| Mar 2022 | $352.9M | $352.9M | $0 | 7 | 0 |
| Feb 2021 | $284.1M | $284.1M | $0 | 6 | 0 |
| Jan 2021 | $251.1M | $251.1M | $0 | 6 | 0 |
| Dec 2020 | $251.1M | $251.1M | $0 | 6 | 0 |
| Oct 2020 | $251.1M | $251.1M | $0 | 6 | 0 |
| Oct 2020 | $251.1M | $251.1M | $0 | 6 | 0 |
| Jul 2020 | $251.1M | $251.1M | $0 | 5 | 0 |
| Jun 2020 | $251.1M | $251.1M | $0 | 5 | 0 |
| Jun 2020 | $251.1M | $251.1M | $0 | 5 | 0 |
| May 2020 | $251.1M | $251.1M | $0 | 5 | 0 |
| Mar 2020 | $251.1M | $251.1M | $0 | 5 | 0 |
| Sep 2019 | $204.1M | $204.1M | $0 | 4 | 0 |
| Jun 2019 | $204.1M | $204.1M | $0 | 4 | 0 |
| Mar 2019 | $204.1M | $204.1M | $0 | 4 | 0 |
| May 2018 | $202.3M | $202.3M | $0 | 4 | 0 |
| Mar 2018 | $205.3M | $205.3M | $0 | 5 | 0 |
| Jul 2017 | $171.9M | $171.9M | $0 | 5 | 300 |
| Mar 2017 | $171.9M | $171.9M | $0 | 5 | 300 |
| Mar 2016 | $164.7M | $164.7M | $0 | 5 | 300 |
| Aug 2015 | $158.6M | $158.6M | $0 | 5 | 300 |
| Mar 2015 | $158.6M | $158.6M | $0 | 5 | 300 |
| Mar 2014 | $138.9M | $138.9M | $0 | 5 | 200 |
| Mar 2013 | $110.4M | $110.4M | $0 | 5 | 200 |
| Mar 2012 | $93.5M | $93.5M | $0 | 1 | 200 |
| Nov 2011 | $89M | $89M | $0 | 1 | 101 |
| Feb 2009 | $70M | $69.7M | $310.2K | 10 | -- |
| Nov 2007 | $69.4M | $64.3M | $5.2M | 10 | -- |
| Apr 2007 | $69.4M | $64.3M | $5.2M | 5 | -- |
| Mar 2007 | $69.4M | $64.3M | $5.2M | 5 | -- |
| May 2004 | $42M | $32.5M | $9.5M | 5 | -- |
| Apr 2002 | $38.8M | $27.7M | $11.1M | 5 | -- |
DateApr 2025
Total AUM$518.4M
Discretionary$511.5M
Non-Disc.$6.9M
Employees8
Clients0
DateJan 2025
Total AUM$543.6M
Discretionary$523.9M
Non-Disc.$19.7M
Employees8
Clients0
DateApr 2024
Total AUM$421M
Discretionary$417.3M
Non-Disc.$3.7M
Employees8
Clients0
DateMar 2024
Total AUM$421M
Discretionary$417.3M
Non-Disc.$3.7M
Employees8
Clients0
DateApr 2023
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$352.9M
Discretionary$352.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$352.9M
Discretionary$352.9M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees6
Clients0
DateJan 2021
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees6
Clients0
DateDec 2020
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2020
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2020
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$251.1M
Discretionary$251.1M
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$204.1M
Discretionary$204.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2018
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$205.3M
Discretionary$205.3M
Non-Disc.$0
Employees5
Clients0
DateJul 2017
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees5
Clients300
DateMar 2017
Total AUM$171.9M
Discretionary$171.9M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$164.7M
Discretionary$164.7M
Non-Disc.$0
Employees5
Clients300
DateAug 2015
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees5
Clients300
DateMar 2015
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees5
Clients300
DateMar 2014
Total AUM$138.9M
Discretionary$138.9M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$110.4M
Discretionary$110.4M
Non-Disc.$0
Employees5
Clients200
DateMar 2012
Total AUM$93.5M
Discretionary$93.5M
Non-Disc.$0
Employees1
Clients200
DateNov 2011
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees1
Clients101
DateFeb 2009
Total AUM$70M
Discretionary$69.7M
Non-Disc.$310.2K
Employees10
Clients--
DateNov 2007
Total AUM$69.4M
Discretionary$64.3M
Non-Disc.$5.2M
Employees10
Clients--
DateApr 2007
Total AUM$69.4M
Discretionary$64.3M
Non-Disc.$5.2M
Employees5
Clients--
DateMar 2007
Total AUM$69.4M
Discretionary$64.3M
Non-Disc.$5.2M
Employees5
Clients--
DateMay 2004
Total AUM$42M
Discretionary$32.5M
Non-Disc.$9.5M
Employees5
Clients--
DateApr 2002
Total AUM$38.8M
Discretionary$27.7M
Non-Disc.$11.1M
Employees5
Clients--