Firm profile

Seizert Capital Partners

BIRMINGHAM, MICRD 108954Registration Status: ApprovedEffective since September 11, 2000SEC # 801-57995Latest ADV February 25, 2026

Seizert Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, MI. Its latest Form ADV filing, dated February 25, 2026, reports $2.5B in regulatory assets under management, 17 employees, 3 offices, and 265 accounts.

Assets Under Management
$2.5B
Employees
17
Offices
3 offices
Total Clients
152

Associated firm names

3 names listed
  • SEIZERT CAPITAL PARTNERS
  • SEIZERT HERSHEY & COMPANY LLC
  • SEIZERT CAPITAL PARTNERS, LLC

Leadership

1 roles identified
CCOCheryl A. Kotlarz

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees

Offices & Contact

Primary office

BIRMINGHAM, Michigan, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Michigan

BIRMINGHAMPrimary office

1 office records listed · 3 total offices reported. 2 additional office addresses are undisclosed and are not mapped. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.5Bas of February 25, 2026
Discretionary100.0%
$2.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentGovernment represent 31.6% of total clients.
Top client categories% of clientsClients
1
Government
31.6%
48
2
HNWI
20.4%
31
3
Charitable
13.2%
20
4
Pension Plans
11.2%
17
5
Corporations
11.2%
17

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.5B
Total Accounts265
10Y AUM Change$-490M (-16.5%)

Private Funds

Private funds reported by Seizert Capital Partners

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee9:1
10Y Employee Change+1 (+6.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
DAVID J COLLON III TRUSTDirect owner · Schedule AInterest in SEIZERT CAPITAL PARTNERS
50% to < 75%
EDWARD O. EBERLE INTERVIVOS TRUSTDirect owner · Schedule AInterest in SEIZERT CAPITAL PARTNERS
25% to < 50%
THOMAS PATRICK KENNYDirect owner · Schedule AInterest in SEIZERT CAPITAL PARTNERS
10% to < 25%
DAVID J COLLONDirect owner · Schedule AInterest in SEIZERT CAPITAL PARTNERS
< 5%
DAVID J COLLONIndirect owner · Schedule BInterest in DAVID J COLLON III TRUST
75%+
EDWARD OSCAR EBERLEIndirect owner · Schedule BInterest in EDWARD O. EBERLE INTERVIVOS TRUST
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Seizert Capital Partners.

Reported ownership and control details

Form ADV · Filing date 2026-02-25 · Schedules A and B

8 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1DAVID J COLLONDIRECTOR AND MANAGING PARTNERIndividualSEIZERT CAPITAL PARTNERSLess than 5%Code NAYesDIRECTOR AND MANAGING PARTNER02/2018Schedule APDF page 22
2CHERYL ANN KOTLARZCHIEF COMPLIANCE OFFICERIndividualSEIZERT CAPITAL PARTNERSLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER04/2011Schedule APDF page 22
3THOMAS PATRICK KENNYDIRECTORIndividualSEIZERT CAPITAL PARTNERS10% to less than 25%Code BYesDIRECTOR09/2012Schedule APDF page 22
4DAVID J COLLON III TRUSTMEMBERDomestic entitySEIZERT CAPITAL PARTNERS50% to less than 75%Code DNoMEMBER01/2009Schedule APDF page 22
5EDWARD O. EBERLE INTERVIVOS TRUSTMEMBERDomestic entitySEIZERT CAPITAL PARTNERS25% to less than 50%Code CNoMEMBER01/2002Schedule APDF page 22
6EDWARD OSCAR EBERLEDIRECTORIndividualSEIZERT CAPITAL PARTNERSLess than 5%Code NAYesDIRECTOR11/2020Schedule APDF page 22
7DAVID J COLLONTRUSTEEIndividualDAVID J COLLON III TRUST75% or moreCode EYesTRUSTEE01/2009Schedule BPDF page 22
8EDWARD OSCAR EBERLETRUSTEEIndividualEDWARD O. EBERLE INTERVIVOS TRUST75% or moreCode EYesTRUSTEE01/2002Schedule BPDF page 22

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 2/25/2026 2:53:39 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.