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Cornerstone Advisory, LLC

● SEC registered since 2007CRD 142359SEC# 801-68058Hunt Valley, MD
Export (members)
Ranks #2,055 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.25B
Fund GAV
$30.4M
Private funds
1
Employees
19
Accounts
3,135
Location
Hunt Valley, MD

Cornerstone Advisory, LLC assets under management

Cornerstone Advisory, LLC is a registered investment adviser overseen by the SEC based in Hunt Valley, MD. The firm has been registered since 2007. It reports $2.2 billion in regulatory assets under management and employs 19 people. Cornerstone Advisory, LLC manages 1 private fund with combined gross assets of $30.4 million, including Alternative Markets Fund, L.P. By regulatory assets, it ranks 2,055 of 6,004 private fund managers.

Cornerstone Advisory, LLC private funds

1 funds · $30.4M GAV
FundTypeGross assetsMin.
Alternative Markets Fund, L.P.Hedge$30.4M$500K

Cornerstone Advisory, LLC owners & executives

8 reported
NameTitleOwnershipSince
Chesapeake Advisory Group, LLP ControlOwner50-75%2017
Donald Stephen Huber ControlChief Compliance Officer, Managing MemberUnder 5%2006
Erik Dorsey Johnson ControlMemberUnder 5%2017
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Frequently asked questions

How much does Cornerstone Advisory, LLC manage?

Cornerstone Advisory, LLC reports $2.2 billion in regulatory assets under management on its Form ADV.

How many private funds does Cornerstone Advisory, LLC manage?

Cornerstone Advisory, LLC manages 1 private funds with combined gross assets of $30.4 million.

How many employees does Cornerstone Advisory, LLC have?

Cornerstone Advisory, LLC reports 19 employees.

Where is Cornerstone Advisory, LLC located?

Cornerstone Advisory, LLC is based in Hunt Valley, MD and has been SEC-registered since 2007.

Does Cornerstone Advisory, LLC disclose fund performance?

Cornerstone Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address211 Old Padonia Road, Hunt Valley, MD 21030
Phone410-468-1693
Fax410-783-0568
Office hours8:00 a.m. To 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.25B▲ 22%
Mar '25 — $1.84BApr '25 — $2.01BMay '25 — $2.01BJun '25 — $2.01BJul '25 — $2.01BAug '25 — $2.01BSep '25 — $2.01BOct '25 — $2.01BNov '25 — $2.01BDec '25 — $2.01BJan '26 — $2.01BFeb '26 — $2.01BMar '26 — $2.25BApr '26 — $2.25BMay '26 — $2.25BJun '26 — $2.25B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
AUM vs fund managersTop 34%
Larger than 66% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 25%
More than 75% of 16,825 advisers

Assets under management

$2.25Bregulatory AUM
Discretionary $2.25B

Service providers

Auditor