Seizert Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Seizert Capital Partners reports 152 clients. They include 48 state or municipal government entities, 31 high-net-worth individuals and 20 charitable organizations. Of its assets, 100.0% ($2.48B across 265 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 11% | <1% |
| High-net-worth individuals | 20% | 11% |
| Pooled investment vehicles | <1% | 1% |
| Pension and profit-sharing plans | 11% | 14% |
| Charitable organizations | 13% | 9% |
| Other client typesState or municipal government entities; Corporations and other businesses; Other | 44% | 65% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 16 | $6.3M | 0.3% | $394K |
| High-net-worth individuals | 31 | $268M | 10.8% | $8.65M |
| Pooled investment vehicles | 1 | $35M | 1.4% | $35M |
| Pension and profit-sharing plans | 17 | $343M | 13.8% | $20.2M |
| Charitable organizations | 20 | $213M | 8.6% | $10.6M |
| State or municipal government entities | 48 | $1.3B | 52.4% | $27.1M |
| Corporations and other businesses | 17 | $189M | 7.6% | $11.1M |
| Other | 2 | $128M | 5.1% | $63.9M |
| Total | 152 | $2.48B | 100% | $16.3M |
- Clients
- 16
- Regulatory AUM
- $6.3M
- AUM share
- 0.3%
- Avg. per client
- $394K
- Clients
- 31
- Regulatory AUM
- $268M
- AUM share
- 10.8%
- Avg. per client
- $8.65M
- Clients
- 1
- Regulatory AUM
- $35M
- AUM share
- 1.4%
- Avg. per client
- $35M
- Clients
- 17
- Regulatory AUM
- $343M
- AUM share
- 13.8%
- Avg. per client
- $20.2M
- Clients
- 20
- Regulatory AUM
- $213M
- AUM share
- 8.6%
- Avg. per client
- $10.6M
- Clients
- 48
- Regulatory AUM
- $1.3B
- AUM share
- 52.4%
- Avg. per client
- $27.1M
- Clients
- 17
- Regulatory AUM
- $189M
- AUM share
- 7.6%
- Avg. per client
- $11.1M
- Clients
- 2
- Regulatory AUM
- $128M
- AUM share
- 5.1%
- Avg. per client
- $63.9M
Total
- Clients
- 152
- Regulatory AUM
- $2.48B
- AUM share
- 100%
- Avg. per client
- $16.3M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Seizert Capital Partners is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
David J Collon III Trust owns 50% to 75% of Seizert Capital Partners and is in turn owned by David Collon (75% or more). The leadership team of Seizert Capital Partners includes Chief Compliance Officer Cheryl Kotlarz. It has 17 employees, 6 of them in advisory roles.
Leadership
- Cheryl KotlarzChief Compliance Officer
- David CollonDirector and Managing Partner
- Edward EberleDirector
- Thomas KennyDirector
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
- David J Collon
- Edward Oscar Eberle
- Christopher Scott Heatley
- Andrew Martin Jones
- Thomas Patrick Kenny
- Daniel Atchison Nye III
- Manuel Trevino
- John Vincent Van Gorder
- Darin Andrew Young
Staff
- 17 employees
- 6 in advisory functions
- 9 state-registered reps
- Owns 50% to 75% of Seizert Capital Partners, LLC
David J Collon III Trust
since January 2009
- Owns 75% or more of David J Collon III Trust
David Collon
Control person · since January 2009
- Owns 25% to 50% of Seizert Capital Partners, LLC
Edward O. Eberle Intervivos Trust
since January 2002
- Owns 75% or more of Edward O. Eberle Intervivos Trust
Edward Eberle
Control person · since January 2002
- Owns 10% to 25% of Seizert Capital Partners, LLC
Thomas Kenny
Control person · since September 2012
Seizert Capital Partners’ regulatory assets grew from $1.77B (July 2021) to $2.48B (February 2026); clients rose from 131 to 152 and employees from 15 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $2.48B | 152 | 17 | 3 |
| March 2025 | $2.32B | 160 | 16 | 1 |
| March 2024 | $2.06B | 158 | 16 | 1 |
| March 2023 | $1.96B | 157 | 16 | 1 |
| March 2022 | $2.31B | 144 | 16 | 1 |
| July 2021 | $1.77B | 131 | 15 | 1 |
Besides its headquarters, Seizert Capital Partners has 2 offices (2 private residences, listed without an address), with 1 listed address in Michigan.
Michigan · 1 listed address
- 34100 Woodward Avenue, Suite 210, BirminghamHQ
Contact and registration details
- Legal name
- Seizert Capital Partners, LLC
- Headquarters
- 34100 Woodward Avenue, Suite 210, Birmingham, MI 48009-0961
- Website
- seizertcapital.com
- Phone
- 248-593-1500
- @seizertcapitalpartners
- SEC file
- 801-57995
- Structure
- Delaware LLC
- Fiscal year end
- December
Seizert Capital Partners uses Northern Trust ($598M, 53%), Charles Schwab ($276M, 25%) and Principal Bank ($251M, 22%) as custodians for its separately managed accounts. Seizert Capital Partners has custody of $15.7M in client assets for 5 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $276M25%
- Northern TrustNorthern Trust Company · Chicago, IL · $598M53%
- Principal BankPrincipal Bank · Minneapolis, MN · $251M22%
At year end, Seizert Capital Partners’ separately managed accounts were mostly in stocks (95%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.42B across 181 positions; the largest are Match Group Inc. (3.3%), Netapp Inc.. (3.1%) and JPMORGAN Chase & Co. (2.9%).
What the accounts hold
- Stocks95%
- Cash4%
- Other1%
- Other includes the following asset types which combined are less than 1% of total aum: u.s. government bonds, and securities issued by registered investment companies.1%
Reported 13F holdings
- $2.42B
- Reported 13F value
- 181
- Positions
- 27.8%
- In the 10 largest
- —
- Value vs. prior quarter
- Match Group Inc.3.3%
- Netapp Inc..3.1%
- JPMORGAN Chase & Co.2.9%
- Cisco Systems, Inc..2.9%
- Qualcomm Inc..2.7%
- Goldman Sachs Group, Inc..2.7%
- Berkshire Hathaway Inc.. · CL B New2.6%
- Expedia Group Inc.2.6%
- Snap-on Incorporated2.5%
- Gentex Corp.2.4%
Together, the ten largest are 27.8% of reported value.
How many clients does Seizert Capital Partners have?
Seizert Capital Partners has 152 clients and manages $2.48 billion for them, as of February 2026. They include 48 state or municipal government entities, 31 high-net-worth individuals and 20 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Seizert Capital Partners offer?
Seizert Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Seizert Capital Partners use?
Seizert Capital Partners’ separately managed account assets are held at Northern Trust Company (Chicago, IL), with $598M, Charles Schwab & Co., Inc. (Orlando, FL), with $276M and Principal Bank (Minneapolis, MN), with $251M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does Seizert Capital Partners have?
Seizert Capital Partners has 9 investment adviser representatives registered with state securities authorities, out of 17 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Seizert Capital Partners invest in?
At the end of its last fiscal year, Seizert Capital Partners’ separately managed accounts held 95% exchange-traded equities, 4% cash and equivalents and 1% other. The 1% other category is described as: Other Includes the Following Asset Types Which Combined Are Less Than 1% of Total Aum: U.S. Government Bonds, and Securities Issued by Registered Investment Companies.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Seizert Capital Partners?
Seizert Capital Partners is owned through trusts by David Collon and Edward Eberle. Its direct owners are Thomas Kenny (10% to 25%), David J Collon III Trust (50% to 75%) and Edward O. Eberle Intervivos Trust (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Seizert Capital Partners get paid?
Seizert Capital Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Seizert Capital Partners?
Seizert Capital Partners’ main office is at 34100 Woodward Avenue, Suite 210, Birmingham, MI 48009-0961. Its phone number is 248-593-1500. Its website is seizertcapital.com.