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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CORNERSTONE WEALTH MANAGEMENT

DAGCO, INC., CRD 106950

WESTLAKE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce235fc6-cf72-72bd-7eeb-377544ae2105

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 6
On other graphs: 0
Observed: Nov 21, 2011 to Sep 17, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.68 fund_share=0.0 institutional_share=0.04 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $629MItem 5.F on the latest filing (2026-09-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $621M
Private client RAUM: $428MderivedItem 5.D individuals plus high net worth individuals
Private client share: 68%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $126Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,173
Individual clients: 272
High net worth clients: 104
Custody, client assets: $0
SEC number: 801-51066
CIK: 1767343
CRD: 106950
Filings on the tape: 36
First filed: Nov 21, 2011
Latest filed: Sep 17, 2026
Organised: Corporation, OH
Website: fee-onlyadvisor.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NICK DIONISOS	n/a	WESTLAKE, OH	19	30	n/a	no
CHRISTINA KYRKOS FANOURAKIS	Certified Financial Planner	WESTLAKE, OH	10	10	n/a	no
MICHAEL WAYNE KELLEY	Certified Financial Planner	WESTLAKE, OH	5	12	4	no
Nicholas Michael Kaplan	Certified Financial Planner	WESTLAKE, OH	4	10	1	no
Edmund Vincent Malone	n/a	WESTLAKE, OH	3	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DIONISOS, NICK	PRESIDENT AND SENIOR INVESTMENT CONSULTANT	D	yes	06/1997	Mar 14, 2012	Apr 12, 2024
KELLEY, MICHAEL, WAYNE	VICE PRESIDENT	C	yes	10/2020	Oct 1, 2020	Apr 12, 2024
Malone, Edmund, Vincent	CHIEF COMPLIANCE OFFICER	Na	yes	12/2022	Jan 26, 2023	Apr 12, 2024
O'BOYLE, KAYE, ELIZABETH	Secretary	Na	yes	01/2005	Nov 21, 2011	Apr 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 11, 2026	$629M	$621M	8	4	0	n/a	n/a
2024	Apr 3, 2025	$518M	$511M	8	4	0	n/a	n/a
2023	Mar 22, 2024	$421M	$417M	8	5	0	n/a	n/a
2022	Jan 26, 2023	$330M	$330M	8	4	0	n/a	n/a
2021	Mar 1, 2022	$353M	$353M	7	4	0	n/a	n/a
2020	Feb 26, 2021	$284M	$284M	6	4	0	n/a	n/a
2019	Mar 6, 2020	$251M	$251M	5	3	0	n/a	n/a
2018	Mar 15, 2019	$204M	$204M	4	3	0	n/a	n/a
2017	Mar 21, 2018	$205M	$205M	5	4	0	n/a	n/a
2016	Mar 2, 2017	$172M	$172M	5	4	n/a	n/a	n/a
2015	Mar 3, 2016	$165M	$165M	5	4	n/a	n/a	n/a
2014	Mar 20, 2015	$159M	$159M	5	3	n/a	n/a	n/a
2013	Mar 19, 2014	$139M	$139M	5	3	n/a	n/a	n/a
2012	Mar 20, 2013	$110M	$110M	5	3	n/a	n/a	n/a
2011	Mar 14, 2012	$93.5M	$93.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$629M	$518M	21.3%	$330M	24.0%	8	8	0	0

Relationships

Registered with (8)

← Edmund Vincent MaloneAdvisorregistration: current employment
Oct 26, 2022 to presentfactForm ADV
← Nicholas Michael KaplanAdvisorregistration: current employment
Jul 28, 2022 to presentfactForm ADV
← MICHAEL WAYNE KELLEYAdvisorregistration: current employment
Oct 1, 2020 to presentfactForm ADV
← CHRISTINA KYRKOS FANOURAKISAdvisorregistration: current employment
Oct 28, 2015 to presentfactForm ADV
← NICK DIONISOSAdvisorregistration: current employment
Apr 3, 2007 to presentfactForm ADV
← Brandon Tyler DavidsonAdvisorregistration: previous registration
Oct 7, 2022 to Jun 24, 2024factForm ADV
← TIMOTHY PETER MARCINEKAdvisorregistration: previous registration
Apr 8, 2014 to Mar 17, 2022factForm ADV
← Richard Frank KammerAdvisorregistration: previous registration
Aug 31, 2021 to Jan 28, 2022factForm ADV

Controls (4)

← O'BOYLE, KAYE, ELIZABETHOwnerSECRETARY, ownership code NA, individual
Nov 21, 2011 to Apr 12, 2024factForm ADV
← DIONISOS, NICKOwnerPRESIDENT AND SENIOR INVESTMENT CONSULTANT, ownership code D, individual
Mar 14, 2012 to Apr 12, 2024factForm ADV
← KELLEY, MICHAEL, WAYNEOwnerVICE PRESIDENT, ownership code C, individual
Oct 1, 2020 to Apr 12, 2024factForm ADV
← Malone, Edmund, VincentOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 26, 2023 to Apr 12, 2024factForm ADV

Dated events

Occurred
Jan 30, 2025
Regulatory AUM changed
Cornerstone Wealth Management reported RAUM $543.6M, up 29% from $421.0M (2024-04-12 to 2025-01-30)
Form ADVobserved 4 days ago
$123M
Occurred
Jun 24, 2024
Advisor changed firm
Brandon Tyler Davidson left Cornerstone Wealth Management for Johnson Investment Counsel, Inc. (registered 2024-10-11)
Form ADVobserved 4 days ago
Occurred
Jan 26, 2023
Control person joined
Vincent Edmund Malone (Chief Compliance Officer) appeared on Schedule A of Cornerstone Wealth Management
Form ADVobserved 4 days ago
Occurred
Mar 17, 2022
Advisor changed firm
Timothy Peter Marcinek left Cornerstone Wealth Management for Mclean Asset Management Corp. (registered 2022-05-03)
Form ADVobserved 4 days ago
Occurred
Jan 28, 2022
Advisor changed firm
Richard Frank Kammer left Cornerstone Wealth Management for Pinnacle Advisors (registered 2023-01-03)
Form ADVobserved 4 days ago
Occurred
Oct 1, 2020
Control person joined
Wayne Michael Kelley (Vice President) appeared on Schedule A of Cornerstone Wealth Management
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce235fc6-cf72-72bd-7eeb-377544ae2105
First observed: Nov 21, 2011
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CORNERSTONE WEALTH MANAGEMENT

DAGCO, INC., CRD 106950

WESTLAKE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce235fc6-cf72-72bd-7eeb-377544ae2105

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NICK DIONISOS

n/a

WESTLAKE, OH

n/a

CHRISTINA KYRKOS FANOURAKIS

Certified Financial Planner

WESTLAKE, OH

n/a

MICHAEL WAYNE KELLEY

Certified Financial Planner

WESTLAKE, OH

Nicholas Michael Kaplan

Certified Financial Planner

WESTLAKE, OH

Edmund Vincent Malone

n/a

WESTLAKE, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DIONISOS, NICK

PRESIDENT AND SENIOR INVESTMENT CONSULTANT

yes

06/1997

Mar 14, 2012

Apr 12, 2024

KELLEY, MICHAEL, WAYNE

VICE PRESIDENT

yes

10/2020

Oct 1, 2020

Apr 12, 2024

Malone, Edmund, Vincent

CHIEF COMPLIANCE OFFICER

yes

12/2022

Jan 26, 2023

Apr 12, 2024

O'BOYLE, KAYE, ELIZABETH

Secretary

yes

01/2005

Nov 21, 2011

Apr 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 11, 2026

$629M

$621M

n/a

2024

Apr 3, 2025

$518M

$511M

n/a

2023

Mar 22, 2024

$421M

$417M

n/a

2022

Jan 26, 2023

$330M

n/a

2021

Mar 1, 2022

$353M

n/a

2020

Feb 26, 2021

$284M

n/a

2019

Mar 6, 2020

$251M

n/a

2018

Mar 15, 2019

$204M

n/a

2017

Mar 21, 2018

$205M

n/a

2016

Mar 2, 2017

$172M

n/a

2015

Mar 3, 2016

$165M

n/a

2014

Mar 20, 2015

$159M

n/a

2013

Mar 19, 2014

$139M

n/a

2012

Mar 20, 2013

$110M

n/a

2011

Mar 14, 2012

$93.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$629M

$518M

21.3%

$330M

24.0%