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- Custodian
- Charles Schwab & Company · Goldman Sachs · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
ROBERT MICHAEL GILL JR.
Private Wealth Advisor
- CRD
- #6248118
Showing 2 of 9 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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