# Cornerstone Advisory, LLC

> Cornerstone Advisory, LLC is a state-registered investment advisory firm in Greenfield, IN, registered since 1995, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 122684
- Filed as: CORNERSTONE ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenfield, IN
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122684
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-advisory-llc-greenfield-in-122684

## Quick answers

**How is Cornerstone Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cornerstone Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Cornerstone Advisory, LLC located?**
Cornerstone Advisory, LLC's principal office is in Greenfield, IN, according to its Form ADV.

**Is Cornerstone Advisory, LLC registered with the SEC or a state?**
Cornerstone Advisory, LLC is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 122684.

**How much does Cornerstone Advisory, LLC manage?**
Cornerstone Advisory, LLC reports $19,433,399 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (11% discretionary).

**What types of clients does Cornerstone Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); high net worth individuals (1); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Cornerstone Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122684

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $19,433,399
- Discretionary: $2,188,365
- Non-discretionary: $17,245,034

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 109 | $16,437,869 |
| High net worth individuals | 1 | $1,056,873 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,938,657 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1995 (30 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Advisory, LLC (CRD 122684): Form ADV filing data as of October 2026.