Cornerstone Advisory

Overview

Cornerstone Advisory is an SEC registered investment adviser based in Hunt Valley, MD, registered since 2007. It reports $2.2B in assets under management across 3,135 accounts, with 19 employees. It has 10 investment adviser representatives.

Reported AUM

$2.2B

Discretionary

100%

Accounts

3,135

Average account

$717K

Employees

19

Advisory reps

10

Registered since

2007

Jurisdictions

25

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Donald Stephen Huber Jr Chief Compliance Officer, Managing Member CRD 2493513
• Erik Dorsey Johnson Member CRD 2185673
• Thomas Nichols Biddison III General Partner CRD 2516775

Advisory reps 3 of 10

• Thomas N Biddison III Insurance Agent · Investment Adviser Rep CRD 2516775
• James Ross Foxen Investment Adviser Rep CRD 2460533
• Alexander Jacob Gersh Investment Adviser Rep CRD 8337986

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

211 Old Padonia Rd
Hunt Valley, MD 21030

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 25 jurisdictions
• Website: cornerstoneadvisory.com

Every state, with registration dates

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