# 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.

- CRD: 168250
- Filed as: STREAMSONG ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168250
- AdvisorCensus page: https://advisorcensus.com/firm/streamsong-advisors-llc-grand-rapids-mi-168250

## Quick answers

**How 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 stand-alone engagement). 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 10, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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 stand-alone engagement)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $124,394,948
- Discretionary: $117,806,433
- Non-discretionary: $6,588,515

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 209 | $24,876,878 |
| High net worth individuals | 54 | $97,449,034 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $129,099 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $1,939,937 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, GA, IL, IN, MI, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- streamsongadvisors.com
- LinkedIn @streamsong-advisors
- X @STREAMSONGADV

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Streamsong Advisors, LLC (CRD 168250): Form ADV filing data as of October 2026.