DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Seizert Capital Partners
Legal name Seizert Capital Partners, LLC
Latest filing Feb 25, 2026
First filing on the tape Mar 30, 2012 · 41 filings
SEC status approved since Sep 11, 2000
RAUM
$2.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
11%
$274M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$276M
derived; firm RAUM over IAPD count
Employees
17
6 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$2.5B as of Feb 25, 2026
Mar 30, 2012$3.1B then
HNW client RAUM$268M as of Feb 25, 2026
Mar 21, 2018$360M then
State-registered IARs (5.B.3)9 as of Feb 25, 2026
Mar 26, 20137 then
Employees (5.A)17 as of Feb 25, 2026
Mar 26, 201317 then
Private funds2 as of Feb 23, 2016
Mar 30, 20122 then
RAUM +7.2% over the last fiscal year+8.2% a year over threeIARs 9 to 9offices 0 to 2
Practice profile
derived from the filing of Feb 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- $276MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 5derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $8.6MderivedHNW RAUM over HNW clients
- Average account
- $9.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 75%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 3.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -4.1%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $15.7M, 5 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$1.3B55%
- Pension and profit-sharing plans$343M15%
- High-net-worth individuals$268M11%
- Charitable organizations$213M9.0%
- Corporations and businesses$189M8.0%
- Pooled investment vehicles$35.0M1.5%
- Individuals$6.3M0.3%
- Individual clients
- 16reported
- HNW clients
- 31reported
- Pension plan clients
- 17reported
- Charitable clients
- 20reported
- Accounts
- 265reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $15.7M for 5 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.11 fund_share=0.01 institutional_share=0.75 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David J Collon | Birmingham, Mi | Aug 25, 2010 | 29 y | 0 |
| Andrew Martin Jones | Birmingham, Mi | Aug 25, 2010 | 17 y | 1 |
| John Vincent Van Gorder | Birmingham, Mi | Aug 25, 2010 | 18 y | 0 |
| Christopher Scott Heatley | Birmingham, Mi | Aug 25, 2010 | 17 y | 0 |
| Thomas Patrick KennyChartered Financial Analyst | Birmingham, Mi | May 6, 2011 | 30 y | 0 |
| Darin Andrew Young | Birmingham, Mi | Aug 29, 2014 | 12 y | 0 |
| Daniel Atchison Nye | Birmingham, Mi | Oct 12, 2016 | 13 y | 0 |
| Manuel Trevino | Birmingham, Mi | Oct 21, 2022 | 38 y | 0 |
| Edward Oscar EberleChartered Financial Analyst | Nashville, Tn | Apr 8, 2024 | 25 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Gerald Lee Seizert to Heron Bay Capital ManagementJan 2, 2020 · Other
- Paul Clark Seizert to Heron Bay Capital ManagementNov 4, 2019 · Other
Joined, latest
- Andrew Martin Jones from Wells Fargo AdvisorsAug 25, 2010 · Other
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Prosper Long Short Fundno longer reported | Hedge Fund | $9.1M | 14 | Mar 30, 2012 |
| Prosper Associatesno longer reported | Hedge Fund | $267,783 | 16 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- J David Collon · Director And Managing Partnercontrolsince 02/2018 · owns less than 5%
- Oscar Edward Eberle · Directorcontrolsince 11/2020 · owns less than 5%
- Patrick Thomas Kenny · Directorcontrolsince 09/2012 · owns 10% to 25%
- Ann Cheryl Kotlarz · Chief Compliance Officercontrolsince 04/2011 · owns less than 5%
- J David Collon · Trusteesince 01/2009 · owns 75% or more of David J Collon III Trust
- Oscar Edward Eberle · Trusteesince 01/2002 · owns 75% or more of Edward O. Eberle Intervivos Trust
- Oscar Edward Eberle · Trusteesince 01/2002 · owns 75% or more of Desert Sky Investments LLC
Entity owners
- David J Collon III Trust · Memberdirect · owns 50% to 75%
- Desert Sky Investments LLC · Memberdirect · owns 10% to 25%
- Edward O. Eberle Intervivos Trust · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Birmingham, Mi · principal | 9 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 263 to 265Oct 30, 2025 to Feb 25, 2026
- Charity clients · 23 to 20Oct 30, 2025 to Feb 25, 2026
- HNW clients · 32 to 31Oct 30, 2025 to Feb 25, 2026
- Individual clients · 17 to 16Oct 30, 2025 to Feb 25, 2026
- Pension plan clients · 21 to 17Oct 30, 2025 to Feb 25, 2026
- Employees · 16 to 17Oct 30, 2025 to Feb 25, 2026
- Discretionary RAUM · $2.3B to $2.5BOct 30, 2025 to Feb 25, 2026
- HNW RAUM · $243M to $268MOct 30, 2025 to Feb 25, 2026
- Individual RAUM · $6.9M to $6.3MOct 30, 2025 to Feb 25, 2026
- Pension RAUM · $373M to $343MOct 30, 2025 to Feb 25, 2026
- Pooled vehicle RAUM · $27.8M to $35.0MOct 30, 2025 to Feb 25, 2026
- RAUM · $2.3B to $2.5BOct 30, 2025 to Feb 25, 2026
- Financial planning clients · 0 to 0Mar 18, 2025 to Oct 30, 2025
- Other offices · 0 to 2Mar 18, 2025 to Oct 30, 2025
- Accounts · 251 to 263Mar 5, 2024 to Mar 18, 2025
- Charity clients · 16 to 23Mar 5, 2024 to Mar 18, 2025
- Corporate clients · 12 to 17Mar 5, 2024 to Mar 18, 2025
- HNW clients · 33 to 32Mar 5, 2024 to Mar 18, 2025
- Individual clients · 32 to 17Mar 5, 2024 to Mar 18, 2025
- Pension plan clients · 19 to 21Mar 5, 2024 to Mar 18, 2025
- Assets in custody · $14.4M to $15.7MMar 5, 2024 to Mar 18, 2025
- Discretionary RAUM · $2.1B to $2.3BMar 5, 2024 to Mar 18, 2025
- HNW RAUM · $250M to $243MMar 5, 2024 to Mar 18, 2025
- Individual RAUM · $14.2M to $6.9MMar 5, 2024 to Mar 18, 2025
- Pension RAUM · $267M to $373MMar 5, 2024 to Mar 18, 2025
- Pooled vehicle RAUM · $20.4M to $27.8MMar 5, 2024 to Mar 18, 2025
- RAUM · $2.1B to $2.3BMar 5, 2024 to Mar 18, 2025
- Accounts · 248 to 251Oct 26, 2023 to Mar 5, 2024
- Charity clients · 14 to 16Oct 26, 2023 to Mar 5, 2024
- Corporate clients · 10 to 12Oct 26, 2023 to Mar 5, 2024
- HNW clients · 34 to 33Oct 26, 2023 to Mar 5, 2024
- Individual clients · 37 to 32Oct 26, 2023 to Mar 5, 2024
- Pension plan clients · 18 to 19Oct 26, 2023 to Mar 5, 2024
- Assets in custody · $17.6M to $14.4MOct 26, 2023 to Mar 5, 2024
- State-registered IARs · 10 to 9Oct 26, 2023 to Mar 5, 2024
- Discretionary RAUM · $2.0B to $2.1BOct 26, 2023 to Mar 5, 2024
- HNW RAUM · $206M to $250MOct 26, 2023 to Mar 5, 2024
- Individual RAUM · $14.7M to $14.2MOct 26, 2023 to Mar 5, 2024
- Pension RAUM · $235M to $267MOct 26, 2023 to Mar 5, 2024
- Pooled vehicle RAUM · $16.9M to $20.4MOct 26, 2023 to Mar 5, 2024
Signals
4 dated events
- Seizert Capital Partners reported RAUM $2.3B, up 30% from $1.8B (2021-07-22 to 2022-03-11)Mar 11, 2022 · RAUM change · derived
- Richard Paul Greenwood (Director) no longer on Schedule A of Seizert Capital Partners (listed 2020-06-29, absent 2020-12-18)Dec 18, 2020 · Control person left · inference
- Trent Erickson (Director) no longer on Schedule A of Seizert Capital Partners (listed 2020-06-29, absent 2020-12-18)Dec 18, 2020 · Control person left · inference
- Lee Gerald Seizert (Member, Director And Chairman) no longer on Schedule A of Seizert Capital Partners (listed 2019-10-16, absent 2020-01-28)Jan 28, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/SEIZERTCAPITALPARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- SCPINV.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 248-593-1500reportedpublic record, Form ADV, Feb 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $276Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026