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- Custodian
- Charles Schwab & Company · Goldman Sachs · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-05-2007
- Office Locations
- 3
Office Locations
About Cornerstone Advisory
Cornerstone Advisory is a Maryland-based RIA providing private wealth management, family office services, and financial planning. The firm builds tailored portfolios aligned to client goals and lifestyle, with ongoing advocacy and meticulous tracking, and offers access to institutionally oriented investments typically reserved for large institutions. Serves individuals and families including business owners and retirees; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between September 22, 2025 and September 1, 2026, reported AUM increased 11.8%, from $2.0B to $2.2B.
Across 5 reported observations, AUM increased 32.1% between November 22, 2022 and September 1, 2026, from $1.7B to $2.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 854 clients, or 94.9 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 3 reported office locations and 19 years in operation. The source data was last updated on September 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Cornerstone Advisory record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS NICHOLS BIDDISON III
Managing Partner
- CRD
- #2516775
- Ownership
- Less than 5%
DONALD STEPHEN HUBER JR
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2493513
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JAMES ROSS FOXEN
Private Wealth Advisor
- CRD
- #2460533
Alexander Jacob Gersh
--
- CRD
- #8337986
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,249,006,784 | $717,387 |
| Non-Discretionary | $0 | -- |
| Total | $2,249,006,784 | $717,387 |
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Separately Managed Accounts
SMA allocation detail is available
Cornerstone Advisory has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cornerstone Advisory's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.