{
  "crd_number": 118315,
  "slug": "burns-matteson-capital-management-llc-corning-ny-118315",
  "primary_business_name": "BURNS MATTESON CAPITAL MANAGEMENT, LLC",
  "legal_name": "BURNS MATTESON CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Corning",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "18500",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-03-25",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-04-08",
  "carried_forward": false,
  "raum_total": 400402976.0,
  "raum_discretionary": 368145046.0,
  "raum_non_discretionary": 32257930.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 893909.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 39064315.0,
      "count": 120
    },
    "pension_profit_sharing": {
      "raum": 3454498.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 356990254.0,
      "count": 79
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MD",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://burnsmatteson.com",
    "https://linkedin.com/company/burns-matteson-capital-management",
    "https://linkedin.com/in/william-b-burns-jr-cfp%C2%AE-076705268",
    "https://medium.com/@BurnsMatteson",
    "https://section16secrets.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/118315",
  "city_as_filed": "CORNING",
  "url": "https://advisorcensus.com/firm/burns-matteson-capital-management-llc-corning-ny-118315",
  "display_name": "Burns Matteson Capital Management, LLC",
  "summary": "Burns Matteson Capital Management, LLC is an SEC-registered investment advisory firm in Corning, NY, registered since 2002, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.",
  "citation": "AdvisorCensus. Burns Matteson Capital Management, LLC (CRD 118315): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Burns Matteson Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Burns Matteson Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Burns Matteson Capital Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 2, 2026 states: Flat fee: $5,000 to $8,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Burns Matteson Capital Management, LLC located?",
      "a": "Burns Matteson Capital Management, LLC's principal office is in Corning, NY, according to its Form ADV."
    },
    {
      "q": "Is Burns Matteson Capital Management, LLC registered with the SEC or a state?",
      "a": "Burns Matteson Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 118315."
    },
    {
      "q": "How much does Burns Matteson Capital Management, LLC manage?",
      "a": "Burns Matteson Capital Management, LLC reports $400,402,976 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (92% discretionary)."
    },
    {
      "q": "How have Burns Matteson Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Burns Matteson Capital Management, LLC: Regulatory assets under management: $283,250,218 in the October 2021 data and $400,402,976 in the October 2026 data, up 41%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Burns Matteson Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); high net worth individuals (79)."
    },
    {
      "q": "Which custodians does Burns Matteson Capital Management, LLC use?",
      "a": "Burns Matteson Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Burns Matteson Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/118315"
    },
    {
      "q": "What changed in Burns Matteson Capital Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $342,463,548 to $400,402,976 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 283250218.0,
      "total_employees": 4,
      "filing_date": "2021-03-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 330134385.0,
      "total_employees": 6,
      "filing_date": "2022-04-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 270221899.0,
      "total_employees": 5,
      "filing_date": "2023-04-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 295450417.0,
      "total_employees": 6,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 342463548.0,
      "total_employees": 5,
      "filing_date": "2025-04-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 400402976.0,
      "total_employees": 6,
      "filing_date": "2026-04-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $342,463,548 to $400,402,976 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $5,000 to $8,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $8,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Registrant’s financial planning fees generally range from $5,000 to $8,000 on a fixed fee basis and $400 on an hourly rate basis, depending upon the level and scope of the services required"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 8000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Registrant’s financial planning fees generally range from $5,000 to $8,000 on a fixed fee basis and $400 on an hourly rate basis, depending upon the level and scope of the services required"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/burns-matteson-capital-management-llc-corning-ny-118315.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 120,
      "fewer_than_5": false,
      "raum": 39064315.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 79,
      "fewer_than_5": false,
      "raum": 356990254.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 3454498.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 893909.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/118315",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}