Burns Matteson Capital Management, LLC
Burns Matteson Capital Management, LLC is an SEC-registered wealth manager in Corning, NY with $400.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Burns Matteson Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118315, SEC 801-61036, data through 2026-04-08.
- AUM (assets under management / regulatory AUM)
- $400.4M (2026-04-08)
- Firm type
- Wealth Manager
- Location
- Corning, NY
- Employees
- 6
- Clients
- 199
- CRD
- 118315
- Ownership
- BURNS, WILLIAM, BARNUM; BURNS, DONNA, J.; IRVINE, AMY, ELIZABETH; DEMING, ANGELA, MICHELLE; MATTESON, STEVEN, DAVID
How much AUM does Burns Matteson Capital Management, LLC have?
Burns Matteson Capital Management, LLC reported $400.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-08).
Who owns Burns Matteson Capital Management, LLC?
Disclosed owners and executives of Burns Matteson Capital Management, LLC include BURNS, WILLIAM, BARNUM, BURNS, DONNA, J., IRVINE, AMY, ELIZABETH, DEMING, ANGELA, MICHELLE, MATTESON, STEVEN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.