BURNS MATTESON CAPITAL MANAGEMENT, LLC
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
FINTRXOverview
Burns Matteson Capital Management, LLC is an independent, SEC-registered RIA that has been operating since 2002. The firm is structured as a limited liability company owned by an individual and focuses on advising individuals and families. Its service mix includes financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers work; the firm also serves as a capital allocator. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Burns Matteson identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities33%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Owners & executives
2 of 2Christopher Davis
Chief Compliance Officer & Vice PresidentCRD 6579916
WILLIAM BURNS
President and Chief Investment OfficerCRD 2269169
Contacts
3 of 5Nathan Burns
TraderCRD 6920796
DONNA BURNS
MemberCRD 5073582
KELLEY ZIMMERMAN
Client Service RepresentativeCRD 4891740
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$140M in ETFs
99%
$138M
1%
$1.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $16.4M | 217,586 | 11.71% |
Location
CORNING, NY
STEUBEN
Location
CORNING, NY
Headquartered in CORNING, NY, anchoring the Elmira-Corning, NY metro in the Northeast.
- Metro area
- Elmira-Corning, NY
- Region
- Northeast
- County
- STEUBEN
- Address
- 42 E Market St
- Time zone
- ET (UTC-5)
- Office locations
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