Cornerstone Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations and business clients, offering portfolio management alongside broader financial planning and advisory services. The firm’s brochure highlights a proprietary “Financial Engineering” process that compiles an economic model of a client’s situation for use in reviews and planning.
The firm describes its investment analysis as fundamentally driven, using research sources such as corporate filings and rating services, and recommends common vehicles including mutual funds, bonds and equities. Cornerstone states that client relationships are primarily non‑discretionary and that its comprehensive work typically includes substantial non‑securities advice — for example, on tax, insurance and estate planning — alongside securities recommendations.
Several features in the brochure are atypical for this peer group: it discloses receiving commissions and selling insurance products, sponsors private oil and gas funds, and reports a high client load relative to reported securities assets (about 240 clients and roughly $25 million of non‑discretionary securities assets). The firm also documents multiple solicitor/referral relationships and presents both AUM‑style fee language and a description of a one‑time advisory fee, a combination of practices that departs from the common supported‑firm model.
Client services
Expertise
Fee options
$0 - $250,000: 1.95% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.25%
Commissions from issuers of specified securities and insurance products
Hourly fees ranging from $50 to $250 per hour
Minimum fee: $3,000 - $7,500 fixed fee for advisory services Fee-only: Fixed fees ($3,000 - $7,500) and hourly fees ($50 - $250 per hour), 100% payable upfront
Main office
801 Asbury Drive, Suite D
Mandeville LA 70471
Advisors at this office
3
Most active in
Louisiana · Texas
Also doing business as
Cornerstone Advisory · Cornerstone Consulting, Inc. · Cornerstone Financial, LLC
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
Christopher C
Series 63, Series 65
Mandeville, LA
Cornerstone Advisory
Christopher Clayton is a financial advisor with Cornerstone Advisory in Mandeville, LA, holding Series 63 and Series 65 registrations and bringing 15 years of industry experience. He has been associated with Ohio National Life Insurance since 2002. Outside of his advisory role, Clayton owns and operates a life and disability insurance sales business and is involved in business referral services for mergers and acquisitions. He also has a minor role in managing a local stump removal company run by his daughter. Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations, and business clients, offering portfolio management along with broader financial planning and advisory services. The firm uses a fundamentally driven investment analysis approach and provides substantial non-securities advice, including tax, insurance, and estate planning.
Beau T
Mandeville, LA
Cornerstone Advisory
Beau Thurman is a financial advisor at Cornerstone Advisory with two years of industry experience. Prior to his advisory role, he worked eight years at Advantage Payroll Services and has continued in the payroll and HR field since 2018. Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations, and business clients with portfolio management and broader financial planning and advisory services. The firm employs a proprietary “Financial Engineering” process and fundamentally driven investment analysis, providing primarily non-discretionary client relationships with comprehensive advice that often includes tax, insurance, and estate planning.
Kevin D
Mandeville, LA
Cornerstone Advisory
Kevin Drummond is a financial advisor at Cornerstone Advisory with three years of industry experience. He has previously worked at Infinity International Inc. since 2019 and has experience in education and fitness through roles at Home Education Center, Slidell High School, and E.P.I.C Fitness Systems, LLC. Cornerstone Advisory serves individuals, retirement-plan participants, trusts, estates, charitable organizations, and businesses by providing portfolio management alongside comprehensive financial planning and advisory services. The firm emphasizes a fundamentally driven investment approach and employs a proprietary “Financial Engineering” process to develop economic models for client reviews and planning.
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