C
$25.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
540 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- ElementHorizon crest
- Established Date
- 06-06-2002
- Office Locations
- 2
Office Locations
801 Asbury Drive Suite D Mandeville LA
-- Fairhope AL
About Cornerstone Advisory
Cornerstone Advisory (Cornerstone Financial) is a founder-led, retail-focused wealth management and planning firm serving individuals focused on retirement readiness. Led by Chris Clayton, the firm provides personalized investing guidance aligned to each client’s risk and security preferences, primarily through ETF-based portfolios, and complements it with life insurance planning and periodic reviews to keep plans on track.
Team overview
62 AVG AGE
$25.0M AVG AUM / ADVISOR
$46.2K AVG AUM / CLIENT
7 yrs AVG TENURE
3 Employees
1 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Beacon Vertex vertex Pathway crest
Custodian
Pioneer Matrix quantum
Investment Themes
Ridge summit Summit Signal pathway Prime
Investment Vehicles
Ridge insight
Services
Zenith Zenith Timber Oak Ridge Pioneer prime
Technology
Element Vital
Owner & Executives
CHRISTOPHER STUART CLAYTON
Founder, President
- CRD
- #2847466
- Ownership
- 75% or more
(213) 639-7346
optima.momentum@bridgecapital.com
in linkedin.com/in/focus-unison
Showing 1 of 1 owners & executives
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K
Kevin Michael Drummond
--
- CRD
- #7792298
(245) 209-8464
signal.vertex@frontiercapital.com
in linkedin.com/in/radial-insight
B
Beau Jason Thurman
--
- CRD
- #7411736
(311) 463-8732
ridge.atlas@fusioncapital.com
in linkedin.com/in/horizon-matrix
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,957,169 | -- |
| Total | $24,957,169 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,957,169
Equity - Exchange:
36.6% U.S. Government/Agency:
44.2% Cash:
19.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,566,111,503 | 36.6% |
| U.S. Government/Agency | $3,098,965,258 | 44.2% |
| Cash | $1,346,156,855 | 19.2% |
| Total | $7,011,233,616 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE CAPITAL CREST | CREST GLACIER | Y8MKSBM1K | TDYG | 8.24% | $99,182,251 |
| EAGLE QUANTUM | VERTEX QUANTUM | 0RRJQJAPJ | VTTK | 11.79% | $39,281,897 |
| ZENITH VALUE | GLACIER MOMENTUM | HGNB1EOIG | AIWPT | 0.73% | $6,239,932 |
| MATRIX ZENITH TIMBER | MOMENTUM SUMMIT | WQ3JU0A0A | XZD | 7.26% | $53,825,591 |
| ALPHA BEACON MATRIX | QUANTUM MATRIX | 779Z6ERKZ | HEQ | 9.26% | $17,844,546 |
| NORTH ZENITH | ZENITH PRIME | EZTU8GR15 | OMQ | 11.23% | $4,705,735 |
| SIGNAL HORIZON MERIDIAN | RADIAL RADIAL | J05OLUSO9 | ITF | 11.85% | $119,016,094 |
| ATLAS FOCUS | ATLAS CREST | Q6Q05WZWW | YQPMB | 3.17% | $104,775,859 |