Bloomfield Hills, MI Woodward Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Heron Bay Capital Management
Team
Firm-wide stats for Heron Bay Capital Management
Clients per advisor
21 Very LowAvg AUM per client
$4,600,112 Very HighHNW client ratio
36% TypicalAbout
Heron Bay Capital Management is an SEC‑registered advisory firm that manages roughly $644 million for individuals, high‑net‑worth clients, trusts, estates and institutional accounts across about 127 clients. The firm provides discretionary investment management as its primary service and also offers incidental financial planning, sub‑advisory arrangements, and participant account management for held‑away retirement plan accounts.
HBCM generally pursues a long‑term oriented strategy while employing fundamental, technical and cyclical analysis to construct customized portfolios composed largely of individual equities and low‑cost ETFs, with selective use of bonds, options and closed‑end funds. Portfolios are implemented and monitored on a discretionary basis, rebalanced as needed, and the firm uses third‑party platforms to manage held‑away participant accounts without taking custody.
The brochure notes the firm provides periodic reports on holdings, allocations and performance to clients and, unusually for a team firm, discloses that it advertises both actual and hypothetical performance and references third‑party ratings in its materials. Operational distinctions called out in the disclosure include recent soft‑dollar arrangements, an institutional relationship with Schwab that generates economic benefits to the advisor, and an advisory principal’s board role with the Advent Convertible and Income Fund (assets in that fund are not charged advisory fees).
Based on Heron Bay Capital Management
Location
40701 Woodward Ave, Suite 104
Bloomfield Hills MI 48304
Advisors at this office
4
Advisors at this office
Joseph A
CFA®, Series 65
Bloomfield Hills, MI
Heron Bay Capital Management
Joseph Ashmore is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Heron Bay Capital Management since 2020 and previously held roles at Clarkston Capital Partners and Pinnacle Wealth Management Group. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a long-term investment strategy combining fundamental, technical, and cyclical analysis to create customized portfolios primarily consisting of individual equities and low-cost ETFs.
Chetan R
Series 65
Bloomfield Hills, MI
Heron Bay Capital Management
Chetan Rastogi is a financial advisor at Heron Bay Capital Management with five years of industry experience. He holds the Series 65 designation and has worked previously at Seizert Capital Partners and Empowerment International, Inc. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a long-term strategy using fundamental, technical, and cyclical analysis to construct customized portfolios primarily composed of individual equities and low-cost ETFs.
Colin C
Series 65
Bloomfield Hills, MI
Heron Bay Capital Management
Colin Connery is a Series 65-registered advisor at Heron Bay Capital Management with two years of industry experience. He previously worked at Wilson Partners for eight years and Asset Health for five years. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm offers discretionary investment management with a long-term strategy that incorporates fundamental, technical, and cyclical analysis to build customized portfolios primarily composed of individual equities and low-cost ETFs.
Matthew L
CFA®
Bloomfield Hills, MI
Heron Bay Capital Management
Matthew Latarewicz is a CFA charterholder with two years of industry experience. He currently serves as a financial advisor at Heron Bay Capital Management and previously worked at RMB Capital Management LLC and FactSet Research Systems Inc. Heron Bay Capital Management is an SEC-registered advisory firm managing approximately $644 million for individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm employs a long-term oriented strategy using fundamental, technical, and cyclical analysis to create customized portfolios primarily composed of individual equities and low-cost ETFs.
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