Michael Wertz has been President/CEO of Wertz York Capital Management Group since June 2025, is a control person of the firm and directly owns 75% or more of it. Michael Wertz holds a BA in Economics from Virginia Military Institute and an MBA from the University of Tampa.
Wertz York Capital Management Group, LLC is a Tampa, FL firm with $18.2B under management, 33 clients and 9 advisers in one office, as of its March 2026 filing.
Brent Wertz is President and Chief Executive Officer of Deep Blue Investment Advisors, based in Tampa. He leads the firm's investment strategy, portfolio management oversight and risk framework. Before founding the firm, he advised special taxing districts throughout Florida on bond issuance, treasury management and financial operations.
- – present · 26 yearsTampa, FL · Adviser representative · Firm CRD 115344
Investment adviser representative registrations
Michael Wertz is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2000; the most recent is Texas, in March 2020.
- FloridaSince 6 June 2000
- TexasResidentSince 14 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 27 January 2000 |
| Series 7 | General Securities Representative Examination | 16 December 1999 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Brent Wertz
- CRD
- 4067130
- Firm
- Wertz York Capital Management Group · CRD 115344
- Role
- President/CEO
- Office
- 5502 N. NEBRASKA AVENUE, Tampa, FL 33604
- Registration
- Investment adviser registration
- In the industry since
- June 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- deepblue-inv.com
Where does Michael Wertz work?
Michael Wertz has been President/CEO of Wertz York Capital Management Group, LLC since June 2025, and is a control person of the firm.
Is Michael Wertz a financial advisor?
Yes. Michael Wertz has a current investment-adviser registration in Florida and Texas, through Wertz York Capital Management Group since June 2000.
How many years of experience does Michael Wertz have?
Michael Wertz has 26 years in the financial industry, since June 2000, across 1 adviser firm.
What exams has Michael Wertz passed?
Michael Wertz has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in December 1999.
Where is Michael Wertz based?
Michael Wertz’s registered office is in Tampa, FL.
Is Michael Wertz registered with FINRA?
No. Michael Wertz has no current broker registration.
How can I verify Michael Wertz’s record?
Search CRD 4067130 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Wertz’s full registration record.
