{
  "crd_number": 108954,
  "slug": "seizert-capital-partners-birmingham-mi-108954",
  "primary_business_name": "SEIZERT CAPITAL PARTNERS",
  "legal_name": "SEIZERT CAPITAL PARTNERS, LLC",
  "dbas": [],
  "city": "Birmingham",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-09-11",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 2484751154.0,
  "raum_discretionary": 2484751154.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 17,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 127875224.0,
      "count": 2,
      "description": "TRUST"
    },
    "charitable": {
      "raum": 212588077.0,
      "count": 20
    },
    "individuals": {
      "raum": 6296504.0,
      "count": 16
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 1302875766.0,
      "count": 48
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 342753721.0,
      "count": 17
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 268141273.0,
      "count": 31
    },
    "pooled_investment_vehicles": {
      "raum": 34953285.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 189267304.0,
      "count": 17
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "ID",
    "IL",
    "LA",
    "MA",
    "MI",
    "MO",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/SEIZERTCAPITALPARTNERS",
    "https://scpinv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108954",
  "city_as_filed": "BIRMINGHAM",
  "url": "https://advisorcensus.com/firm/seizert-capital-partners-birmingham-mi-108954",
  "display_name": "Seizert Capital Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Seizert Capital Partners (CRD 108954): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Seizert Capital Partners compensated?",
      "a": "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."
    },
    {
      "q": "What does Seizert Capital Partners' brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Seizert Capital Partners located?",
      "a": "Seizert Capital Partners' principal office is in Birmingham, MI, according to its Form ADV."
    },
    {
      "q": "Is Seizert Capital Partners registered with the SEC or a state?",
      "a": "Seizert Capital Partners is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108954."
    },
    {
      "q": "How much does Seizert Capital Partners manage?",
      "a": "Seizert Capital Partners reports $2,484,751,154 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Seizert Capital Partners' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Seizert Capital Partners serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Seizert Capital Partners use?",
      "a": "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."
    },
    {
      "q": "Does Seizert Capital Partners report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Seizert Capital Partners' recent Form ADV filings?",
      "a": "In the November 2025 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1767181188.0,
      "total_employees": 15,
      "filing_date": "2021-07-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2305137462.0,
      "total_employees": 16,
      "filing_date": "2022-09-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1964199678.0,
      "total_employees": 16,
      "filing_date": "2023-03-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2060639394.0,
      "total_employees": 16,
      "filing_date": "2024-03-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2318227092.0,
      "total_employees": 16,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2484751154.0,
      "total_employees": 17,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 0.75% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 0.75% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our annual management fee for separately managed accounts for High-Net-Worth clients range from 0.25% – 0.75% of assets under management."
        ]
      }
    ],
    "quotes": [
      "Our annual management fee for separately managed accounts for High-Net-Worth clients range from 0.25% – 0.75% of assets under management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "Prinicipal Custody Solution",
      "name_as_filed": "PRINICIPAL CUSTODY SOLUTION",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/seizert-capital-partners-birmingham-mi-108954.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 6296504.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 31,
      "fewer_than_5": false,
      "raum": 268141273.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 34953285.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 342753721.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 20,
      "fewer_than_5": false,
      "raum": 212588077.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 48,
      "fewer_than_5": false,
      "raum": 1302875766.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 17,
      "fewer_than_5": false,
      "raum": 189267304.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 2,
      "fewer_than_5": false,
      "raum": 127875224.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108954",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}