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BURNS MATTESON CAPITAL MANAGEMENT, LLC

CORNING, NY · CRD 118315 · IAPD ↗ · burnsmatteson.com · 607-937-9282

$400.4MRegulatory AUM
5Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — BURNS MATTESON CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — BURNS MATTESON CAPITAL MANAGEMENT, LLC notice-filed in MD, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — BURNS MATTESON CAPITAL MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.