DAGCO, INC.
DBA: CORNERSTONE WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $628.7M |
| Discretionary | $620.6M99% of AUM |
| Non-Discretionary | $8.1M |
| Client Accounts | 1,173 |
| Avg Account Size | $536K |
| Employees | 8 |
| Peak AUM | $628.7MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $629M | +15.6% | +23.3% | +17.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $628.7M |
| Discretionary | $620.6M |
| Employees | 8 |
| Client Accounts | 1173 |
| Client Range | 251-500 |
Contact & Location
Address
27366 CENTER RIDGE ROAD
WESTLAKE OH 44145
Phone
440-899-4000
Filing History
50 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$621M
98.7% of AUM
Non-Discretionary
$8M
1.3% of AUM
Disc. mix ▲ 2.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported