Cornerstone Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,494,742
Clients
110
Advisors
3
of 5 employees
About
Cornerstone Advisory provides financial planning, asset and portfolio management to individual clients — including high net worth households — and to employer-sponsored retirement plans. The firm also offers third-party manager selection, ongoing supervisory services, and participant education for self-directed plan participants.
The firm delivers both discretionary and non-discretionary management, though its regulatory filings show most assets ($17,245,034 of $19,433,399) are managed on a non-discretionary basis while $2,188,365 is discretionary. Its investment work combines fundamental and technical analysis, uses asset-allocation and modern portfolio theory concepts, and frequently implements no‑load institutional mutual funds, variable annuity sub‑accounts, and approved third‑party managers (including platforms noted in its TPM disclosures).
Cornerstone is affiliated with a broker-dealer and its advisers are registered representatives, and its supervised persons also maintain insurance licenses and may sell annuity and insurance products (disclosed as a limited portion of time and revenue). These affiliations — and the firm’s explicit ERISA 3(21) plan services and TPM program — create potential conflicts disclosed in its brochure (commissions, solicitor arrangements, and fee offsets) that the firm says it manages through written policies and client authorizations.
Client services
Expertise
Fee options
Negotiable between 1.00% and 2.00% annually based on account size and other factors
IARs are registered representatives of affiliated broker-dealer and may receive commissions on securities transactions and insurance products
Account minimum: $5,000 for individual accounts; $500 for each retirement plan participant (minimums may be waived at discretion) Minimum fee: Minimum fee is 1.00% annually; maximum fee is 2.00% annually; fees negotiated between 1.00% and 2.00% based on account size, complexity, and other factors Fee-only: Annual investment management fees based on assets under management, billed quarterly or semi-annually in advance
Main office
119 N Broadway Street, Suite 102
Greenfield IN 46140
Advisors at this office
3
Most active in
Indiana
Also doing business as
Bucksot, Steven Leigh · Cornerstone Advisory, LLC · Steven L. Bucksot
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gregory B
Series 66
Greenfield, IN
Cornerstone Advisory, LLC
Gregory Brewer is a Series 66 credentialed advisor with 23 years of industry experience. He has worked at Cornerstone Financial Services since 2011 and currently serves as a partner at Cornerstone Advisory, LLC. Outside of his financial advisory work, Brewer is a member of the McCordsville, Indiana Town Council, where he participates in local governance. Cornerstone Advisory provides financial planning, asset and portfolio management services to individual clients, including high net worth households, and employer-sponsored retirement plans. The firm offers both discretionary and non-discretionary management, utilizing fundamental and technical analysis along with modern portfolio theory principles.
Willard K
Series 63, Series 66
Greenfield, IN
Cornerstone Advisory, LLC
Willard Klink is a financial advisor at Cornerstone Advisory, LLC with 46 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Cornerstone Financial Services, Inc. since 2011. Cornerstone Advisory serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs a comprehensive investment process that includes fundamental and technical analysis, asset allocation, and Modern Portfolio Theory, managing assets primarily on a non-discretionary basis while also providing discretionary management when authorized by clients.
Steven B
Series 63
Greenfield, IN
Cornerstone Advisory, LLC
Steven Bucksot is a financial advisor with Cornerstone Advisory, LLC, holding a Series 63 designation and over 38 years of industry experience. He has worked at Cornerstone Financial Services since 1998 and has been a registered investment professional since 1995. Bucksot also maintains CPA and CFP credentials dating back to 1992. He serves on the board of Bosma Industries for the Blind as Treasurer in a voluntary capacity. Cornerstone Advisory provides financial planning and portfolio management to individual clients, including high net worth households, as well as employer-sponsored retirement plans. The firm employs both discretionary and non-discretionary management strategies, using fundamental and technical analysis, asset allocation, and modern portfolio theory, and incorporates no-load institutional mutual funds, variable annuity sub-accounts, and third-party managers.
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