Chetan Rastogi
Heron Bay Capital Management · Bloomfield Hills, Michigan
Chetan Rastogi is a fee-only financial advisor at Heron Bay Capital Management in Bloomfield Hills, Michigan. Heron Bay Capital Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Heron Bay Capital Management |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $643.8M across 490 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7330130 |
| Exams passed | Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.heronbaycap.com |
How Chetan's firm compares
- Heron Bay Capital Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 490 accounts).
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Questions about Chetan
Is Chetan Rastogi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chetan holds no broker registration, and Heron Bay Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chetan charge for financial advice?
Chetan's firm, Heron Bay Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Chetan Rastogi based?
Chetan Rastogi is based in Bloomfield Hills, Michigan.
Is Chetan Rastogi registered with the SEC?
Yes. Chetan Rastogi is registered as an investment adviser representative in MI (CRD 7330130), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Heron Bay Capital Management manage?
Heron Bay Capital Management reports $643.8M across 490 accounts in assets under management.
How do I contact Chetan Rastogi?
Through Chetan's website, www.heronbaycap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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