# Gerald Seizert

> Gerald Seizert is a fee-only financial advisor at Heron Bay Capital Management in Bloomfield Hills, Michigan, who holds the CFA credential. Heron Bay Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/gerald-seizert/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Heron Bay Capital Management
- **Based in:** Bloomfield Hills, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $643.8M across 490 accounts
- **Credentials:** CFA
- **CRD:** 2107061 (https://adviserinfo.sec.gov/individual/summary/2107061)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 65 (1996)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.heronbaycap.com

## Frequently asked questions

### Is Gerald Seizert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gerald 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 Gerald charge for financial advice?

Gerald's firm, Heron Bay Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Gerald Seizert based?

Gerald Seizert is based in Bloomfield Hills, Michigan.

### What credentials does Gerald Seizert hold?

Gerald Seizert holds the CFA credential.

### Is Gerald Seizert registered with the SEC?

Yes. Gerald Seizert is registered as an investment adviser representative in MI (CRD 2107061), 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 Gerald Seizert?

Through Gerald's website, www.heronbaycap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2107061): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.