DAGCO, INC.

HTTP://WWW.CORNERSTONEWEALTHMGMT.COM WESTLAKE, OH Investment Advisor How do I update this listing?

Dagco is based out of Westlake. Dagco is a large advisory firm with 272 clients and discretionary assets under management (AUM) of $205,269,203 (Form ADV from 2017-06-01). Their last reported 13F filing for Q4 2018 included $80,569,000 in managed 13F securities and a top 10 holdings concentration of 29.38%. Dagco's largest holding is Berkshire Hathaway Inc Class B with shares held of 16,350. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.03%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CORNERSTONE WEALTH MANAGEMENT
835 SHARON DRIVE SUITE 280
WESTLAKE OH    44145-7703
Country: United States

Business Phone: 440-899-4000
Fax: 440-899-9030
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 0
Total Number of Clients: 272
Amount of client funds and securities by related persons: 14,560,800
Total Number of clients from related persons: 23
Disclosures:
Data above was derived from SEC filings.

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DAGCO, INC.

ownership team - last updated 2018-05-23
Name Title Start Date Direct/Indirect % Ownership
O'BOYLE, KAYE, ELIZABETH CHIEF COMPLIANCE OFFICER/SEC'Y. 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
DAGCO, INC. DBA CORNERSTONE WEALTH MANAGEMENT CHIEF COMPLIANCE OFFICER direct 2005-01-01
DAGCO, INC. CHIEF COMPLIANCE OFFICER/SEC'Y. direct 2005-01-01
DAGCO, INC. DBA CORNERSTONE WEALTH MANAGEMENT SECRETARY/CCO direct 2005-01-01
DIONISOS, NICK PRESIDENT AND SENIOR INVESTMENT CONSULTANT 06/01/1997 Direct 75% or more
Fund Name Position direct/indirect start date end date
DAGCO, INC. SENIOR INVESTMENT CONSULTANT direct 1997-06-01
DAGCO, INC. VICE PRESIDENT AND SENIOR INVESTMENT CONSULTANT direct 1997-06-01

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