BURNS MATTESON CAPITAL MANAGEMENT, LLC
CRD #118315 SEC #801-61036 CORNING, NY 607-937-9282
SEC Registered
Total AUM
$342.5M
Discretionary
$338M
Employees
5
Clients
101
Accounts
1,058
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $342.5M | $338M | $4.4M | 5 | 1 |
| Mar 2025 | $342.5M | $338M | $4.4M | 5 | 1 |
| Mar 2024 | $295.5M | $291.4M | $4.1M | 6 | 0 |
| Mar 2024 | $295.5M | $291.4M | $4.1M | 6 | 0 |
| Apr 2023 | $270.2M | $266.8M | $3.4M | 5 | 1 |
| Mar 2023 | $270.2M | $266.8M | $3.4M | 5 | 1 |
| Nov 2022 | $330.1M | $326.1M | $4.1M | 6 | 4 |
| Apr 2022 | $330.1M | $326.1M | $4.1M | 6 | 4 |
| Mar 2022 | $330.1M | $326.1M | $4.1M | 6 | 4 |
| Nov 2021 | $283.3M | $283.3M | $0 | 4 | 2 |
| Mar 2021 | $283.3M | $283.3M | $0 | 4 | 2 |
| Jun 2020 | $266.4M | $266.4M | $0 | 5 | 3 |
| Mar 2020 | $266.4M | $266.4M | $0 | 5 | 3 |
| Mar 2019 | $221.6M | $221.6M | $0 | 5 | 3 |
| Mar 2018 | $226.6M | $226.6M | $0 | 3 | 179 |
| Mar 2017 | $201.8M | $201.8M | $0 | 4 | 200 |
| Sep 2016 | $182M | $182M | $0 | 4 | 200 |
| May 2016 | $182M | $182M | $0 | 4 | 200 |
| Mar 2016 | $182M | $182M | $0 | 4 | 200 |
| Nov 2015 | $202M | $202M | $0 | 4 | 200 |
| Mar 2015 | $202M | $202M | $0 | 4 | 200 |
| Mar 2014 | $189.6M | $189.6M | $0 | 4 | 200 |
| Mar 2013 | $178.9M | $178.9M | $0 | 4 | 200 |
| Mar 2012 | $162.6M | $162.1M | $514.6K | 1 | 200 |
| Mar 2012 | $159.5M | $159.5M | $0 | 1 | 200 |
| Mar 2011 | $141.6M | $141.6M | $0 | 5 | -- |
| Mar 2010 | $128.3M | $128.3M | $0 | 5 | -- |
| Apr 2009 | $106.2M | $106.2M | $0 | 5 | -- |
| Mar 2007 | $110.5M | $110.5M | $0 | 5 | -- |
| Dec 2005 | $81M | $81M | $0 | 5 | -- |
| Sep 2005 | $77.9M | $77.9M | $0 | 5 | -- |
| Mar 2002 | $30M | $29.7M | $253.4K | 5 | -- |
DateApr 2025
Total AUM$342.5M
Discretionary$338M
Non-Disc.$4.4M
Employees5
Clients1
DateMar 2025
Total AUM$342.5M
Discretionary$338M
Non-Disc.$4.4M
Employees5
Clients1
DateMar 2024
Total AUM$295.5M
Discretionary$291.4M
Non-Disc.$4.1M
Employees6
Clients0
DateMar 2024
Total AUM$295.5M
Discretionary$291.4M
Non-Disc.$4.1M
Employees6
Clients0
DateApr 2023
Total AUM$270.2M
Discretionary$266.8M
Non-Disc.$3.4M
Employees5
Clients1
DateMar 2023
Total AUM$270.2M
Discretionary$266.8M
Non-Disc.$3.4M
Employees5
Clients1
DateNov 2022
Total AUM$330.1M
Discretionary$326.1M
Non-Disc.$4.1M
Employees6
Clients4
DateApr 2022
Total AUM$330.1M
Discretionary$326.1M
Non-Disc.$4.1M
Employees6
Clients4
DateMar 2022
Total AUM$330.1M
Discretionary$326.1M
Non-Disc.$4.1M
Employees6
Clients4
DateNov 2021
Total AUM$283.3M
Discretionary$283.3M
Non-Disc.$0
Employees4
Clients2
DateMar 2021
Total AUM$283.3M
Discretionary$283.3M
Non-Disc.$0
Employees4
Clients2
DateJun 2020
Total AUM$266.4M
Discretionary$266.4M
Non-Disc.$0
Employees5
Clients3
DateMar 2020
Total AUM$266.4M
Discretionary$266.4M
Non-Disc.$0
Employees5
Clients3
DateMar 2019
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees5
Clients3
DateMar 2018
Total AUM$226.6M
Discretionary$226.6M
Non-Disc.$0
Employees3
Clients179
DateMar 2017
Total AUM$201.8M
Discretionary$201.8M
Non-Disc.$0
Employees4
Clients200
DateSep 2016
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees4
Clients200
DateMay 2016
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees4
Clients200
DateNov 2015
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$189.6M
Discretionary$189.6M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$178.9M
Discretionary$178.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$162.6M
Discretionary$162.1M
Non-Disc.$514.6K
Employees1
Clients200
DateMar 2012
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$110.5M
Discretionary$110.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$81M
Discretionary$81M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$30M
Discretionary$29.7M
Non-Disc.$253.4K
Employees5
Clients--