Burns Matteson Capital Management, LLC

RIASEC RegisteredEst. 2002

Total AUM

$400M

Discretionary

$368M

92% of AUM

Avg account

$384K

Accounts

1,042

Employees

Advisory reps

Firm details

Headquarters: Corning, New York
CRD number: 118315
Registered since: March 25, 2002
Website: burnsmatteson.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.16%
Individuals9.76%
Pension & Profit Sharing Plans0.86%
Charitable Organizations0.22%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Burns Matteson Capital Management, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2002. The firm serves primarily individual and family clients and offers a mix of financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee work, reflecting both ongoing portfolio relationships and project-based engagements. The firm describes itself as a capital allocator and is identified as an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment work at some level. Burns Matteson custody relationships are concentrated at a single major custodian, and the adviser manages both discretionary and non-discretionary client mandates.