CORNERSTONE ADVISORY

CORNERSTONE ADVISORY of MANDEVILLE, LA is an SEC-registered investment adviser (CRD 120363). Regulatory assets under management: $25.0M.

Registration

• CRD: 120363
• SEC file number: 801-61114
• Type: Registered investment adviser
• Location: 801 ASBURY DRIVE, MANDEVILLE, LA, 70471
• Phone: 985-626-7574
• Latest filing: 2026-04-03
• Regulatory AUM: $25.0M
• Non-discretionary AUM: $25.0M
• Clients: 3
• Accounts: 300

Business model

Compensation: Hourly, Fixed, Commissions, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120363 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search