Burns Matteson Capital Management, LLC
● SEC registered since 2002CRD 118315SEC# 801-61036Corning, NY
Reg. AUM
$400.4M
Employees
6
Accounts
1,042
Location
Corning, NY
About Burns Matteson Capital Management
Burns Matteson Capital Management is a fee-only financial planning and investment advisory firm serving working families, retirees, high-net-worth households, and charitable organizations. It positions itself as an objective partner helping clients prioritize goals and coordinate advice across their broader advisor network.
Summary based on the firm’s website.
Burns Matteson Capital Management, LLC assets under management
Burns Matteson Capital Management, LLC is a registered investment adviser overseen by the SEC based in Corning, NY. The firm has been registered since 2002. It reports $400.4 million in regulatory assets under management and employs 6 people.
Burns Matteson Capital Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Nathan Davis Control | Chief Compliance Officer | Under 5% | 2023 |
| Donna J. Burns | Llc Member | 5-10% | 2005 |
| William Barnum Burns Control | President | Over 75% | 2000 |
Frequently asked questions
How much does Burns Matteson Capital Management, LLC manage?
Burns Matteson Capital Management, LLC reports $400.4 million in regulatory assets under management on its Form ADV.
How many employees does Burns Matteson Capital Management, LLC have?
Burns Matteson Capital Management, LLC reports 6 employees.
Where is Burns Matteson Capital Management, LLC located?
Burns Matteson Capital Management, LLC is based in Corning, NY and has been SEC-registered since 2002.
Does Burns Matteson Capital Management, LLC disclose fund performance?
Burns Matteson Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 42 E. Market St., Corning, NY 14830 |
| Phone | 607-937-9282 |
| Fax | 607-937-9280 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1894164 |
| Discloses disciplinary history | No |
Regulatory AUM
$400.4M▲ 17%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$400.4Mregulatory AUM
Discretionary $368.1MNon-discretionary $32.3M