Cornerstone Advisory, LLC

Public-record details

Address

119 N Broadway Street, Suite 102, Greenfield, IN 46140

Phone

(317) 462-3310

Listed under

Flat / fixed fees, % of assets managed, Retirement plan consulting

CRD number

122684

Registration

State registered: IN

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Other (Solicitors Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers

Regulatory assets under management

$19.4 million

Accounts managed

111

Clients reported (Form ADV 5.D)

111

Individual / high-net-worth clients

109 / 1

Employees

5

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-20

State registered (IN) investment adviser, CRD 122684, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 122684 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.