AdvisorCensus / Financial advisors / Michigan / Detroit / Seizert Capital Partners
Seizert Capital Partners
Filed as SEIZERT CAPITAL PARTNERS · Legal name Seizert Capital Partners, LLC
Seizert Capital Partners is an SEC-registered investment advisory firm in Birmingham, MI, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.
Quick answers
From the filingHow is Seizert Capital Partners compensated?
On its Form ADV (Item 5.E, October 2026), Seizert Capital Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
What does Seizert Capital Partners' brochure say about its fees?
Its Form ADV Part 2A brochure dated February 25, 2026 states: Asset-based fee: 0.25% to 0.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Seizert Capital Partners located?
Seizert Capital Partners' principal office is in Birmingham, MI, according to its Form ADV.
Is Seizert Capital Partners registered with the SEC or a state?
Seizert Capital Partners is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108954.
How much does Seizert Capital Partners manage?
Seizert Capital Partners reports $2,484,751,154 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).
How have Seizert Capital Partners' assets and staff changed since 2021?
In the Form ADV data for Seizert Capital Partners: Regulatory assets under management: $1,767,181,188 in the October 2021 data and $2,484,751,154 in the October 2026 data, up 41%. Total employees: 15 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Seizert Capital Partners serve?
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (48); high net worth individuals (31); charitable organizations (20).
Which custodians does Seizert Capital Partners use?
Seizert Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Northern Trust and Prinicipal Custody Solution as custodians holding 10% or more of its separately managed account assets.
Does Seizert Capital Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108954
What changed in Seizert Capital Partners' recent Form ADV filings?
In the November 2025 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.25% to 0.75% a year (a range, as the brochure states it)
The brochure's wording
Our annual management fee for separately managed accounts for High-Net-Worth clients range from 0.25% – 0.75% of assets under management.
As stated in the firm's Form ADV Part 2A brochure dated February 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,484,751,154 as of October 2026, filing dated February 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Seizert Capital Partners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2000 (26 years)
- Employees
- Total: 17. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
19 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,484,751,154 | 17 | February 25, 2026 |
| October 2025 | $2,318,227,092 | 16 | March 18, 2025 |
| October 2024 | $2,060,639,394 | 16 | March 5, 2024 |
| October 2023 | $1,964,199,678 | 16 | March 9, 2023 |
| October 2022 | $2,305,137,462 | 16 | September 12, 2022 |
| October 2021 | $1,767,181,188 | 15 | July 22, 2021 |
Regulatory assets under management: $1,767,181,188 in the October 2021 data and $2,484,751,154 in the October 2026 data, up 41%.
Total employees: 15 in October 2021 and 17 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Seizert Capital Partners (CRD 108954): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/seizert-capital-partners-birmingham-mi-108954