DAGCO, INC.
Doing business as CORNERSTONE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$628,669,491
Discretionary
$620,608,534
Non-discretionary
$8,060,957
Firm details
- CRD number
- 106950
- SEC file number
- 801-51066
- Main office
- WESTLAKE, OH, United States
- Employees
- 8
- SEC status
- Approved
- Website
- https://www.fee-onlyadvisor.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.