CORNERSTONE ADVISORY, LLC

CORNERSTONE ADVISORY, LLC of GREENFIELD, IN is an SEC-registered investment adviser (CRD 122684). Regulatory assets under management: $19.4M.

Registration

• CRD: 122684
• Type: Registered investment adviser
• Location: 119 N BROADWAY STREET, GREENFIELD, IN, 46140
• Phone: 317-462-3310
• Latest filing: 2026-03-20
• Regulatory AUM: $19.4M
• Discretionary AUM: $2.2M
• Non-discretionary AUM: $17.2M
• Clients: 5
• Accounts: 111

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122684 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search