Cornerstone Advisory LLC

Cornerstone Advisory LLC, legally known as CORNERSTONE ADVISORY, LLC, is a Maryland Limited Liability Company that employs 13 people, 7 of whom work in advisory roles. They cater to a single client and have maintained an Approved status with the U.S. Securities and Exchange Commission since their registration on July 5, 2007.

• CHESAPEAKE ADVISORY GROUP, LLP

  OWNER owns more than 50% but less than 75%

• DONALD STEPHEN HUBER

  CHIEF COMPLIANCE OFFICER / MANAGING MEMBER owns less than 5%

• ERIK DORSEY JOHNSON

  MEMBER owns less than 5%

• PRIVATE FUND ADVISORS, INC.

  OWNER owns more than 25% but less than 50%

• THOMAS NICHOLS BIDDISON

  MEMBER owns less than 5%

• DONALD STEPHEN HUBER

  PARTNER owns more than 50% but less than 75%

• ERIK DORSEY JOHNSON

  PRINCIPAL owns 75% or more

• THOMAS NICHOLS BIDDISON

  PARTNER owns more than 50% but less than 75%

• TD AMERITRADE, INC.
  United States

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• Cornerstone Advisory, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Cornerstone Advisory's Q1 2023 Holdings Report: A Look At the Shifts in Top Stocks

• JP MORGAN EXCHANGE TRADED FD $21,266k
• FIDUCIARY CLAYMORE MLP OPP F $18,780k
• ISHARES TR CORE S&P500 ETF $18,627k
• BNY MELLON STRATEGIC MUNS IN $16,875k
• VANGUARD WHITEHALL FDS INC $16,349k
• DOUBLELINE INCOME $15,549k
• ISHARES TR CORE S&P SCP ETF $15,198k
• CALAMOS CONV & HIGH INCOME F $14,254k
• COH & STEER GL INC BLDER $13,263k
• VANGUARD INTL EQUITY INDEX F $12,334k