Burns Matteson Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Corning, NY. Its latest Form ADV filing, dated April 8, 2026, reports $400M in regulatory assets under management, 6 employees, 2 offices, and 1,042 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.3% of total clients.
Top client categories% of clientsClients
1
Individuals
60.3%
120
2
HNWI
39.7%
79
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$400Mas of April 8, 2026
Discretionary91.9%
$368M
92% of total RAUM91.9%
Non-discretionary8.1%
$32M
8% of total RAUM8.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$400M
Total Accounts1,042
10Y AUM Change+$199M (+98.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee33:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.