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HERON BAY CAPITAL MANAGEMENT
Legal name: HERON BAY CAPITAL MANAGEMENT, LLC
CRD 305537File 801-117590
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$643.8M
Above cohort median (national)
Discretionary AUM
$591.2M
Non-discretionary $52.5M
Clients
127
490 accounts
Employees
7
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 12, 2019
- Principal office
- 40701 WOODWARD AVE, SUITE 104, BLOOMFIELD HILLS, MI, 48304
- Phone
- 248-970-0900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $643.8M
- Discretionary AUM
- $591.2M
- Non-discretionary AUM
- $52.5M
- Discretionary accounts
- 308
- Non-discretionary accounts
- 182
- Total accounts
- 490
- AUM per client
- $5.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $492.2M |
| Pension and profit sharing plans | Fewer than 5 | $59.6M |
| Individuals (other than high net worth individuals) | 81 | $92.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.