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Owner, Chief Compliance Officer · Cornerstone Advisors

Mark W. Bucholtz

CRD 6281331 · Named on Form ADV at one SEC-registered adviser

At a glance

Cornerstone Advisors, an SEC-registered wealth manager based in Topeka, KS with $265 million in regulatory assets, lists Mark W. Bucholtz on its Form ADV as Owner, Chief Compliance Officer, a control person.

Firms and roles

  • Cornerstone AdvisorsOwner, Chief Compliance OfficerWealth manager · Topeka, KS · $265M in regulatory assets

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.