AdvisorCensus / Financial advisors / Michigan / Grand Rapids / Streamsong Advisors, LLC
Streamsong Advisors, LLC is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.
Quick answers
From the filingHow is Streamsong Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Streamsong Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Streamsong Advisors, LLC charge?
Its Form ADV Part 2A brochure dated April 10, 2026 states: Hourly rate: $200 to $500 an hour (financial planning and consulting services under a…). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Streamsong Advisors, LLC located?
Streamsong Advisors, LLC's principal office is in Grand Rapids, MI, according to its Form ADV.
Is Streamsong Advisors, LLC registered with the SEC or a state?
Streamsong Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 168250.
How much does Streamsong Advisors, LLC manage?
Streamsong Advisors, LLC reports $124,394,948 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (95% discretionary).
What types of clients does Streamsong Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (209); high net worth individuals (54); corporations or other businesses not listed above (3).
Which custodians does Streamsong Advisors, LLC use?
Streamsong Advisors, 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.
Does Streamsong Advisors, LLC report any disciplinary disclosures?
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/168250
Does Streamsong Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated April 10, 2026 says: "StreamSong generally requires a minimum account size of $500,000. StreamSong may, in its sole discretion, elect to waive its minimum fee based upon certain criteria"
What changed in Streamsong Advisors, LLC's recent Form ADV filings?
In the September 2026 filing data: Employees performing advisory functions went from 4 to 5.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
StreamSong generally requires a minimum account size of $500,000. StreamSong may, in its sole discretion, elect to waive its minimum fee based upon certain criteria
Hourly rate: $200 to $500 an hour (financial planning and consulting services under a…)
The brochure's wording
StreamSong generally charges a fixed and/or hourly fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable, but generally range from $200 to $500 on an hourly basis
As stated in the firm's Form ADV Part 2A brochure dated April 10, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$124,394,948 as of October 2026, filing dated August 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Employees performing advisory functions went from 4 to 5.
- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Streamsong Advisors, LLC (CRD 168250): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/streamsong-advisors-llc-grand-rapids-mi-168250