CORNERSTONE ADVISORY, LLC
Legal name: CORNERSTONE ADVISORY
CRD #142359 SEC #801-68058 HUNT VALLEY, MD 410-468-1693
SEC Registered Private Funds
Total AUM
$2B
Discretionary
$2B
Employees
17
Clients
51
Accounts
2,761
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2B | $2B | $0 | 17 | 0 |
| Sep 2025 | $2B | $2B | $0 | 17 | 0 |
| Sep 2025 | $2B | $2B | $0 | 17 | 0 |
| Jul 2025 | $2B | $2B | $0 | 17 | 0 |
| May 2025 | $2B | $2B | $0 | 17 | 0 |
| Apr 2025 | $2B | $2B | $0 | 17 | 0 |
| Apr 2025 | $1.8B | $1.8B | $0 | 17 | 0 |
| Mar 2025 | $1.8B | $1.8B | $0 | 17 | 0 |
| Mar 2025 | $1.8B | $1.8B | $0 | 17 | 0 |
| Jun 2024 | $1.7B | $1.7B | $0 | 16 | 0 |
| May 2024 | $1.7B | $1.7B | $0 | 16 | 0 |
| Apr 2024 | $1.7B | $1.7B | $0 | 16 | 0 |
| Mar 2024 | $1.7B | $1.7B | $0 | 16 | 0 |
| Apr 2023 | $1.5B | $1.5B | $0 | 14 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 14 | 0 |
| Jan 2023 | $1.7B | $1.7B | $0 | 14 | 0 |
| Nov 2022 | $1.7B | $1.7B | $0 | 14 | 0 |
| Mar 2022 | $1.7B | $1.7B | $0 | 14 | 0 |
| Dec 2021 | $1.4B | $1.4B | $0 | 13 | 0 |
| Mar 2021 | $1.4B | $1.4B | $0 | 13 | 0 |
| Oct 2020 | $1.3B | $1.3B | $11.7M | 13 | 0 |
| Jul 2020 | $1.3B | $1.3B | $11.7M | 13 | 0 |
| Jul 2020 | $1.3B | $1.3B | $11.7M | 13 | 0 |
| Jun 2020 | $1.3B | $1.3B | $11.7M | 13 | 0 |
| Jun 2020 | $1.3B | $1.3B | $11.7M | 13 | 0 |
| Apr 2020 | $1.3B | $1.3B | $11.7M | 13 | 0 |
| Apr 2020 | $1.3B | $1.3B | $11.7M | 13 | 0 |
| Mar 2020 | $1.3B | $1.3B | $11.7M | 13 | 0 |
| Jun 2019 | $1.1B | $933.2M | $123.7M | 13 | 1 |
| Apr 2019 | $1.1B | $933.2M | $123.7M | 13 | 1 |
| Mar 2019 | $1.1B | $933.2M | $123.7M | 13 | 1 |
| Feb 2019 | $1.1B | $1.1B | $21.1M | 11 | 1 |
| Nov 2018 | $1.1B | $1.1B | $21.1M | 11 | 1 |
| Nov 2018 | $1.1B | $1.1B | $21.1M | 11 | 1 |
| Jun 2018 | $1.1B | $1.1B | $21.1M | 11 | 1 |
| May 2018 | $1.1B | $1.1B | $21.1M | 11 | 1 |
| May 2018 | $1.1B | $1.1B | $21.1M | 11 | 1 |
| Apr 2018 | $1.1B | $1.1B | $21.1M | 11 | 1 |
| Mar 2018 | $1.1B | $1.1B | $21.1M | 11 | 1 |
| Sep 2017 | $991.1M | $986.6M | $4.4M | 12 | 590 |
| Aug 2017 | $991.1M | $986.6M | $4.4M | 12 | 590 |
| Jul 2017 | $991.1M | $986.6M | $4.4M | 12 | 590 |
| May 2017 | $991.1M | $986.6M | $4.4M | 12 | 590 |
| May 2017 | $991.1M | $986.6M | $4.4M | 12 | 590 |
| May 2017 | $991.1M | $986.6M | $4.4M | 12 | 590 |
| Apr 2017 | $991.1M | $986.6M | $4.4M | 12 | 590 |
| Apr 2017 | $991.1M | $986.6M | $4.4M | 12 | 590 |
| Mar 2017 | $991.1M | $986.6M | $4.4M | 12 | 590 |
| Feb 2017 | $494.2M | $484.8M | $9.4M | 11 | 579 |
| Oct 2016 | $494.2M | $484.8M | $9.4M | 11 | 579 |
| Mar 2016 | $494.2M | $484.8M | $9.4M | 11 | 579 |
| Mar 2016 | $494.2M | $484.8M | $9.4M | 11 | 579 |
| Sep 2015 | $468.7M | $460.2M | $8.5M | 11 | 422 |
| Aug 2015 | $468.7M | $460.2M | $8.5M | 11 | 422 |
| Apr 2015 | $468.7M | $460.2M | $8.5M | 11 | 422 |
| Mar 2015 | $468.7M | $460.2M | $8.5M | 11 | 422 |
| Nov 2014 | $420.2M | $327.8M | $92.4M | 9 | 300 |
| Oct 2014 | $420.2M | $327.8M | $92.4M | 9 | 300 |
| Oct 2014 | $420.2M | $327.8M | $92.4M | 9 | 300 |
| Mar 2014 | $420.2M | $327.8M | $92.4M | 9 | 300 |
| Dec 2013 | $337.9M | $263.9M | $74M | 6 | 300 |
| Apr 2013 | $337.9M | $263.9M | $74M | 6 | 300 |
| Mar 2013 | $337.9M | $263.9M | $74M | 6 | 300 |
| Mar 2013 | $238.7M | $162.3M | $76.4M | 8 | 200 |
| Apr 2012 | $238.7M | $162.3M | $76.4M | 6 | 200 |
| Mar 2012 | $238.7M | $162.3M | $76.4M | 6 | 200 |
| Feb 2012 | $186.7M | $23.5M | $163.2M | 6 | 200 |
| May 2011 | $186.7M | $23.5M | $163.2M | 10 | -- |
| Mar 2011 | $186.7M | $23.5M | $163.2M | 10 | -- |
| Feb 2011 | $111M | $0 | $111M | 10 | -- |
| Jun 2010 | $111M | $0 | $111M | 10 | -- |
| Jan 2008 | $75.3M | $0 | $75.3M | 10 | -- |
| Jan 2008 | $75.3M | $0 | $75.3M | 10 | -- |
| Jan 2008 | $33.7M | $0 | $33.7M | 10 | -- |
DateSep 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees17
Clients0
DateSep 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees17
Clients0
DateSep 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees17
Clients0
DateJul 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees17
Clients0
DateMay 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees17
Clients0
DateApr 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees17
Clients0
DateApr 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees17
Clients0
DateJun 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees16
Clients0
DateMay 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees16
Clients0
DateApr 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees16
Clients0
DateApr 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateJan 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees14
Clients0
DateNov 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees14
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees14
Clients0
DateDec 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateOct 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.7M
Employees13
Clients0
DateJul 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.7M
Employees13
Clients0
DateJul 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.7M
Employees13
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.7M
Employees13
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.7M
Employees13
Clients0
DateApr 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.7M
Employees13
Clients0
DateApr 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.7M
Employees13
Clients0
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.7M
Employees13
Clients0
DateJun 2019
Total AUM$1.1B
Discretionary$933.2M
Non-Disc.$123.7M
Employees13
Clients1
DateApr 2019
Total AUM$1.1B
Discretionary$933.2M
Non-Disc.$123.7M
Employees13
Clients1
DateMar 2019
Total AUM$1.1B
Discretionary$933.2M
Non-Disc.$123.7M
Employees13
Clients1
DateFeb 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$21.1M
Employees11
Clients1
DateNov 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$21.1M
Employees11
Clients1
DateNov 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$21.1M
Employees11
Clients1
DateJun 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$21.1M
Employees11
Clients1
DateMay 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$21.1M
Employees11
Clients1
DateMay 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$21.1M
Employees11
Clients1
DateApr 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$21.1M
Employees11
Clients1
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$21.1M
Employees11
Clients1
DateSep 2017
Total AUM$991.1M
Discretionary$986.6M
Non-Disc.$4.4M
Employees12
Clients590
DateAug 2017
Total AUM$991.1M
Discretionary$986.6M
Non-Disc.$4.4M
Employees12
Clients590
DateJul 2017
Total AUM$991.1M
Discretionary$986.6M
Non-Disc.$4.4M
Employees12
Clients590
DateMay 2017
Total AUM$991.1M
Discretionary$986.6M
Non-Disc.$4.4M
Employees12
Clients590
DateMay 2017
Total AUM$991.1M
Discretionary$986.6M
Non-Disc.$4.4M
Employees12
Clients590
DateMay 2017
Total AUM$991.1M
Discretionary$986.6M
Non-Disc.$4.4M
Employees12
Clients590
DateApr 2017
Total AUM$991.1M
Discretionary$986.6M
Non-Disc.$4.4M
Employees12
Clients590
DateApr 2017
Total AUM$991.1M
Discretionary$986.6M
Non-Disc.$4.4M
Employees12
Clients590
DateMar 2017
Total AUM$991.1M
Discretionary$986.6M
Non-Disc.$4.4M
Employees12
Clients590
DateFeb 2017
Total AUM$494.2M
Discretionary$484.8M
Non-Disc.$9.4M
Employees11
Clients579
DateOct 2016
Total AUM$494.2M
Discretionary$484.8M
Non-Disc.$9.4M
Employees11
Clients579
DateMar 2016
Total AUM$494.2M
Discretionary$484.8M
Non-Disc.$9.4M
Employees11
Clients579
DateMar 2016
Total AUM$494.2M
Discretionary$484.8M
Non-Disc.$9.4M
Employees11
Clients579
DateSep 2015
Total AUM$468.7M
Discretionary$460.2M
Non-Disc.$8.5M
Employees11
Clients422
DateAug 2015
Total AUM$468.7M
Discretionary$460.2M
Non-Disc.$8.5M
Employees11
Clients422
DateApr 2015
Total AUM$468.7M
Discretionary$460.2M
Non-Disc.$8.5M
Employees11
Clients422
DateMar 2015
Total AUM$468.7M
Discretionary$460.2M
Non-Disc.$8.5M
Employees11
Clients422
DateNov 2014
Total AUM$420.2M
Discretionary$327.8M
Non-Disc.$92.4M
Employees9
Clients300
DateOct 2014
Total AUM$420.2M
Discretionary$327.8M
Non-Disc.$92.4M
Employees9
Clients300
DateOct 2014
Total AUM$420.2M
Discretionary$327.8M
Non-Disc.$92.4M
Employees9
Clients300
DateMar 2014
Total AUM$420.2M
Discretionary$327.8M
Non-Disc.$92.4M
Employees9
Clients300
DateDec 2013
Total AUM$337.9M
Discretionary$263.9M
Non-Disc.$74M
Employees6
Clients300
DateApr 2013
Total AUM$337.9M
Discretionary$263.9M
Non-Disc.$74M
Employees6
Clients300
DateMar 2013
Total AUM$337.9M
Discretionary$263.9M
Non-Disc.$74M
Employees6
Clients300
DateMar 2013
Total AUM$238.7M
Discretionary$162.3M
Non-Disc.$76.4M
Employees8
Clients200
DateApr 2012
Total AUM$238.7M
Discretionary$162.3M
Non-Disc.$76.4M
Employees6
Clients200
DateMar 2012
Total AUM$238.7M
Discretionary$162.3M
Non-Disc.$76.4M
Employees6
Clients200
DateFeb 2012
Total AUM$186.7M
Discretionary$23.5M
Non-Disc.$163.2M
Employees6
Clients200
DateMay 2011
Total AUM$186.7M
Discretionary$23.5M
Non-Disc.$163.2M
Employees10
Clients--
DateMar 2011
Total AUM$186.7M
Discretionary$23.5M
Non-Disc.$163.2M
Employees10
Clients--
DateFeb 2011
Total AUM$111M
Discretionary$0
Non-Disc.$111M
Employees10
Clients--
DateJun 2010
Total AUM$111M
Discretionary$0
Non-Disc.$111M
Employees10
Clients--
DateJan 2008
Total AUM$75.3M
Discretionary$0
Non-Disc.$75.3M
Employees10
Clients--
DateJan 2008
Total AUM$75.3M
Discretionary$0
Non-Disc.$75.3M
Employees10
Clients--
DateJan 2008
Total AUM$33.7M
Discretionary$0
Non-Disc.$33.7M
Employees10
Clients--