Paul Seizert
Heron Bay Capital Management · Bloomfield Hills, Michigan
Paul Seizert 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 6377659 |
| Exams passed | Series 65 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.heronbaycap.com |
| Profile |
How Paul'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 Paul
Is Paul Seizert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul 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 Paul charge for financial advice?
Paul's firm, Heron Bay Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Paul Seizert based?
Paul Seizert is based in Bloomfield Hills, Michigan.
Is Paul Seizert registered with the SEC?
Yes. Paul Seizert is registered as an investment adviser representative in MI (CRD 6377659), 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 Paul Seizert?
Through Paul'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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