Cornerstone Advisors, LLC
● SEC registered since 2017CRD 114510SEC# 801-110649Topeka, KS
Reg. AUM
$265.1M
Employees
2
Accounts
1,139
Location
Topeka, KS
Cornerstone Advisors, LLC assets under management
Cornerstone Advisors, LLC operates as an SEC-registered investment adviser based in Topeka, KS. The firm has been registered since 2017. It reports $265.1 million in regulatory assets under management and employs 2 people.
Cornerstone Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey A Sorensen Control | Owner | 50-75% | 2023 |
| Mark Warren Bucholtz Control | Owner, Chief Compliance Officer | 50-75% | 2023 |
Frequently asked questions
How much does Cornerstone Advisors, LLC manage?
Cornerstone Advisors, LLC reports $265.1 million in regulatory assets under management on its Form ADV.
How many employees does Cornerstone Advisors, LLC have?
Cornerstone Advisors, LLC reports 2 employees.
Where is Cornerstone Advisors, LLC located?
Cornerstone Advisors, LLC is based in Topeka, KS and has been SEC-registered since 2017.
Does Cornerstone Advisors, LLC disclose fund performance?
Cornerstone Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6540 SW 10th Avenue, Topeka, KS 66615 |
| Phone | 785-273-2685 |
| Fax | 785-273-1641 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$265.1M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$265.1Mregulatory AUM
Discretionary $240.1MNon-discretionary $25M