Heron Bay Capital Management
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 305537
- Registered since
- November 12, 2019
- Website
- www.heronbaycap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.46%
- Individuals14.29%
- Pension & Profit Sharing Plans9.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Heron Bay Capital Management is an independent, SEC-registered RIA formed in 2019 and organized as an LLC under individual ownership. The firm serves primarily individual and family clients and charges fees as a percentage of assets under management. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm reports that it acts as a capital allocator rather than running a broad lineup of proprietary funds, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities86%
- Cash & Cash Equivalents6%
- US Government Bonds3%
- State & Local Bonds2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Kevin Kuhl
Chief Compliance OfficerCRD 6775434
Contacts
3 of 6
Colin Connery
Relationship ManagerCRD 5902652
Matthew Latarewicz
Investment AnalystCRD 6289506
Gerald Seizert
Founding & Managing PartnerCRD 2107061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$10.5M in ETFs
58%
$6.1M
42%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | BlackRock | Passive | Small Blend | $4.9M | 33,225 | 47.03% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 40701 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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