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 registered investment adviser organized as an LLC and SEC-registered in 2019. The firm is owned by an individual and identifies as a capital allocator serving individual and family clients on a percentage-of-AUM fee basis. Its reported advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Filings indicate the firm does not market itself as an active ESG investor.
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 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
Paul Seizert
PartnerCRD 6377659
Gerald Seizert
Founding & Managing PartnerCRD 2107061
Joseph Ashmore
Director of ResearchCRD 6585271
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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