Streamsong Advisors, LLC

RIASEC Registered

Total AUM

$124M

Discretionary

$118M

95% of AUM

Avg account

$260K

Accounts

479

Employees

Advisory reps

Firm details

Headquarters: Grand Rapids, Michigan
CRD number: 168250
Registered since: April 2, 2026
Website: www.streamsongadvisors.com
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 organized as an LLC that began SEC registration in 2026. The firm serves both individual and institutional clients and describes itself as a capital allocator that combines advisory services with manager selection. Its stated advisory capabilities include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-type services, and the selection of other advisers. Fee arrangements include assets-under-management fees as well as hourly and fixed-fee engagements. The firm does not market itself as an active ESG investor.