Gerald Seizert
Heron Bay Capital Management · Bloomfield Hills, Michigan
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.
Request an introduction to Gerald →
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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MI · CRD 2107061 |
| Exams passed | Series 65 (1996) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.heronbaycap.com |
How Gerald'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).
Request an introduction to Gerald
Tell Gerald a little about what you're looking for. Gerald isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gerald
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.
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.
See something wrong? Request a correction. Read our methodology.