Streamsong Advisors, LLC

RIASEC RegisteredEst. 2026
Total AUM
$124M
Discretionary
$118M
95% of AUM
Avg account
$260K
Accounts
479
Employees
5
Advisory reps
5

Firm details

Headquarters
Grand Rapids, Michigan
CRD number
168250
Registered since
April 2, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.34%
  • Individuals20%
  • Corporations / Businesses1.56%
  • Charitable Organizations0.1%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Streamsong Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm reports a mix of fee arrangements — percent of AUM, hourly fees and fixed fees — and lists a range of advisory services including financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor. Streamsong describes itself as a limited liability company and indicates it began SEC registration in 2026. It identifies as a domestic entity and reports that it acts as a third‑party allocator to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Public Funds/Mutual Funds 32%, US Government Bonds 11%, Cash & Cash Equivalents 6%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%48%
  • Exchange Traded Equities48%
  • Public Funds/Mutual Funds32%
  • US Government Bonds11%
  • Cash & Cash Equivalents6%
  • Non-Exchange Traded Equities1%

Owners & executives

1 of 1
  • Kerby Wallick

    Kerby Wallick

    Chief Investment StrategistCRD 1975751

Contacts

3 of 4
  • Thomas Braun

    Thomas Braun

    Owner and PresidentCRD 5779055

  • Michael O'farrell

    Michael O'farrell

    Investment Adviser RepresentativeCRD 7639598

  • Samuel Vasiu

    Samuel Vasiu

    Client Advisor AssociateCRD 7717814

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Grand Rapids, MI

Kent

Location

Grand Rapids, MI

Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
Kent
Address
3200 Broadmoor Ave Se
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth