STREAMSONG ADVISORS, LLC
SEC RegisteredDistinctive Guidance for Your Wealth
About the firm
StreamSong Advisors is a Registered Investment Advisor (RIA) that emphasizes building relationships as it builds portfolios, taking a client-centric approach to offer purposeful direction. The firm creates customized, impartial portfolios tailored to each client's specific profile and needs, with a holistic, process-driven approach to investment management and financial planning. Operating with no commissions, revenue sharing, or kickbacks, StreamSong provides boutique, personalized investment management services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management services, personal financial planning services, and business services, including customized portfolio management, tactical investment moves, and access to exclusive investment opportunities.
Who they serve
Individuals and families, as well as business clients, across a diverse spectrum of needs, interests, and complexities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 209 | $25M |
| High Net Worth Individuals | 54 | $97M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| $2,000,001-$5,000,000 | 0.80% |
| $5,000,001-$10,000,000 | 0.60% |
| Above $10,000,000 | 0.50% |
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STREAMSONG ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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