# Cornerstone Advisory

> Cornerstone Advisory is a state-registered investment advisory firm in Mandeville, LA, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 3, 2026.

- CRD: 120363
- Filed as: CORNERSTONE ADVISORY
- Legal name: Cornerstone Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mandeville, LA
- Filing period: October 2026
- Form ADV filing dated: April 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120363
- AdvisorCensus page: https://advisorcensus.com/firm/cornerstone-advisory-mandeville-la-120363

## Quick answers

**How is Cornerstone Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Cornerstone Advisory reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); commissions; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cornerstone Advisory located?**
Cornerstone Advisory's principal office is in Mandeville, LA, according to its Form ADV.

**Is Cornerstone Advisory registered with the SEC or a state?**
Cornerstone Advisory is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 120363.

**How much does Cornerstone Advisory manage?**
Cornerstone Advisory reports $24,957,169 in regulatory assets under management in its Form ADV filing dated April 3, 2026 (0% discretionary).

**What types of clients does Cornerstone Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (240).

**Does Cornerstone Advisory 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/120363

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other

### Regulatory assets under management (Item 5.F)
- Total: $24,957,169
- Discretionary: $0
- Non-discretionary: $24,957,169

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 240 | $24,957,169 |

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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- safestrongmoney.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornerstone Advisory (CRD 120363): Form ADV filing data as of October 2026.