Streamsong Advisors, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds32%
- US Government Bonds11%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Kerby Wallick
Chief Investment StrategistCRD 1975751
Contacts
3 of 4
Thomas Braun
Owner and PresidentCRD 5779055

Michael O'farrell
Investment Adviser RepresentativeCRD 7639598

Samuel Vasiu
Client Advisor AssociateCRD 7717814
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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