Cornerstone Advisors

Overview

Cornerstone Advisors is an SEC registered investment adviser based in Topeka, KS, registered since 2017. It reports $265M in assets under management across 1,139 accounts, with 2 employees. It has 3 investment adviser representatives.

Reported AUM

$265M

Discretionary

91%

Accounts

1,139

Average account

$233K

Employees

2

Advisory reps

3

Registered since

2017

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Jeffrey A Sorensen Owner CRD 5880112
• Mark Warren Bucholtz Owner, Chief Compliance Officer CRD 6281331

Advisory reps 3 of 3

• Mark Warren Bucholtz Insurance Agent · Investment Adviser Rep CRD 6281331
• Jeffrey Alan Sorensen Insurance Agent · Investment Adviser Rep CRD 5880112
• Shawn Allan Walker Investment Adviser Rep CRD 5252112

Location

Headquarters

6540 SW 10th Ave
Topeka, KS 66615

County

Shawnee

Metro area

Topeka, KS

Region

Midwest

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: cstonegroup.com

Every state, with registration dates

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