CRD: 122684
Cornerstone Advisory, LLC
Greenfield, IN, 46140
3174623310
$19.4M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
5 Employees
111 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-23-1995
- Office Locations
- 1
Office Locations
119 N Broadway Street, Suite 102 Greenfield IN
About Cornerstone Advisory, LLC
Cornerstone Advisory, LLC is a Greenfield-based RIA. The firm has been operating for 30 years. Managing $19.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
53 AVG AGE
$6.5M AVG AUM / ADVISOR
$175.1K AVG AUM / CLIENT
11.9 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Zenith Matrix
Client Personas
Atlas atlas
Investment Themes
Crest Quantum ridge
Investment Vehicles
Horizon zenith
Services
Catalyst Wave Focus Bridge meridian Zenith
Owner & Executives
GREGORY JAMES BREWER
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4673914
- Ownership
- 75% or more
(268) 483-7561
ridge.momentum@frontiercapital.com
in linkedin.com/in/capital-harbor
S
STEVEN LEIGH BUCKSOT
Owner
- CRD
- #1532243
- Ownership
- Less than 5%
(927) 627-3980
ember.oak@insightcapital.com
in linkedin.com/in/north-prime
Showing 2 of 2 owners & executives
Unlock allContacts
W
WILLARD DEAN KLINK
--
- CRD
- #837623
(367) 648-9272
horizon.foundation@signalcapital.com
in linkedin.com/in/horizon-atlas
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,188,365 | -- |
| Non-Discretionary | $17,245,034 | -- |
| Total | $19,433,399 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,433,399
Public Funds:
26.4% Cash:
27.3% Equity - Exchange:
16.1% Municipal Bonds:
18.5% U.S. Government/Agency:
11.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $995,863,924 | 26.4% |
| Cash | $1,029,813,830 | 27.3% |
| Equity - Exchange | $607,326,105 | 16.1% |
| Municipal Bonds | $697,859,189 | 18.5% |
| U.S. Government/Agency | $441,348,785 | 11.7% |
| Total | $3,772,211,833 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH SIGNAL | HORIZON MOMENTUM | 78S8YMPLT | CILWG | 8.97% | $48,399,180 |
| VALUE MERIDIAN CREST | BRIDGE MERIDIAN | 32BAWQ45I | XCPRT | 5.05% | $6,106,970 |
| LEGACY CATALYST | RADIAL PATHWAY | VXK2SUB9Z | BJRL | 6.39% | $106,276,021 |
| MATRIX ATLAS QUANTUM | INSIGHT WAVE | P86SDYWHJ | LBXW | 7.87% | $102,669,783 |
| NORTH FOUNDATION MERIDIAN | HORIZON WAVE | BJ2B0FX2B | FPX | 6.02% | $33,910,722 |
| RADIAL TIMBER UNISON | MOMENTUM ATLAS | X2RLRDAL3 | LVE | 5.98% | $109,587,155 |
| EMBER NORTH EAGLE | CAPITAL BEACON | S2P9T9HJR | QDTT | 6.25% | $48,740,871 |
| SUMMIT LEGACY | ALPHA ATLAS | 387IFEW3X | VQN | 2.12% | $85,169,200 |