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Cornerstone Advisors, LLC

● SEC registered since 2017CRD 114510SEC# 801-110649Topeka, KS
Export (members)
Reg. AUM
$244.7M
Employees
2
Accounts
1,092
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 $244.7 million in regulatory assets under management and employs 2 people.
cstonegroup.comView on SEC.gov ↗

Cornerstone Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey A Sorensen ControlOwner50-75%2023
Mark Warren Bucholtz ControlOwner, Chief Compliance Officer50-75%2023

Frequently asked questions

How much does Cornerstone Advisors, LLC manage?

Cornerstone Advisors, LLC reports $244.7 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

Address6540 SW 10th Avenue, Topeka, KS 66615
Phone785-273-2685
Fax785-273-1641
Office hours8:30a.m.-5:00p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$223.3M
Non-discretionary$21.4M
Total (RAUM)$244.7M