BLOOMFIELD HILLS, MICRD 305537Latest ADV January 27, 2026
Heron Bay Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated January 27, 2026, reports $644M in regulatory assets under management, 7 employees, and 490 accounts.
Assets Under Management
$644M
Employees
7
Offices
--
Total Clients
127
Primary office
BLOOMFIELD HILLS, MI
40701 WOODWARD AVE, SUITE 104, BLOOMFIELD HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.8% of total clients.
Top client categories% of clientsClients
1
Individuals
63.8%
81
2
HNWI
36.2%
46
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$644Mas of January 27, 2026
Discretionary91.8%
$591M
92% of total RAUM91.8%
Non-discretionary8.2%
$53M
8% of total RAUM8.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$644M
Total Accounts490
10Y AUM Change+$644M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee18:1
10Y Employee Change+5 (+250.0%)
* 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.