A complete list of active advisors currently associated with Heron Bay Capital Management

Warmer can help you find a great advisor at Heron Bay Capital Management or one who fits your needs even better.

Heron Bay Capital Management provides discretionary investment management, financial planning, sub‑advisory services and participant account management to individuals (including high‑net‑worth clients), trusts, estates and institutions. Portfolios are typically built using individual equities and low‑cost exchange‑traded funds but may also include bonds, preferred stock, options and closed‑end funds to meet client objectives. The firm emphasizes a primarily long‑term investment approach informed by fundamental, technical and cyclical analysis and applies an internal due‑diligence process before selecting investments, while making shorter‑term trades as needed for rebalancing or cash needs. HBCM maintains an institutional custody relationship that provides technology and research benefits, recently disclosed engagement in soft‑dollar arrangements, and uses a third‑party platform to manage held‑away retirement participant accounts. Heron Bay reports $643.8 million in assets under management across 127 clients and its disclosure brochure contains materials that are uncommon among similar team firms, including hypothetical performance illustrations, third‑party ratings and firm performance results. The brochure also discloses a board affiliation with an external closed‑end fund (and a policy not to charge advisory fees on assets invested in that fund) and a material change indicating the firm does not impose minimum relationship sizes or annual fees.

To learn more about the advisors currently working at Heron Bay Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.