Colin Connery
Heron Bay Capital Management · Berkley, Michigan
Colin Connery is a fee-only financial advisor at Heron Bay Capital Management in Berkley, 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 | Berkley, 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 5902652 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.heronbaycap.com |
How Colin'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 Colin
Is Colin Connery a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colin 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 Colin charge for financial advice?
Colin's firm, Heron Bay Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Colin Connery based?
Colin Connery is based in Berkley, Michigan.
Is Colin Connery registered with the SEC?
Yes. Colin Connery is registered as an investment adviser representative in MI (CRD 5902652), 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 Colin Connery?
Through Colin'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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