# Seizert Capital Partners

> 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.

- CRD: 108954
- Filed as: SEIZERT CAPITAL PARTNERS
- Legal name: Seizert Capital Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, MI
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108954
- AdvisorCensus page: https://advisorcensus.com/firm/seizert-capital-partners-birmingham-mi-108954

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Asset-based fee: 0.25% to 0.75% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Northern Trust
- Prinicipal Custody Solution

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,484,751,154
- Discretionary: $2,484,751,154
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $6,296,504 |
| High net worth individuals | 31 | $268,141,273 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $34,953,285 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $342,753,721 |
| Charitable organizations | 20 | $212,588,077 |
| State or municipal government entities (including government pension plans) | 48 | $1,302,875,766 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 17 | $189,267,304 |
| Other | 2 | $127,875,224 |

### 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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 17 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MI, MO, NJ, NY, OH, PA, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- scpinv.com
- LinkedIn @SEIZERTCAPITALPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,767,181,188 | 15 | July 22, 2021 |
| October 2022 | $2,305,137,462 | 16 | September 12, 2022 |
| October 2023 | $1,964,199,678 | 16 | March 9, 2023 |
| October 2024 | $2,060,639,394 | 16 | March 5, 2024 |
| October 2025 | $2,318,227,092 | 16 | March 18, 2025 |
| October 2026 | $2,484,751,154 | 17 | February 25, 2026 |

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.

## Changes in the filing (last 12 months)

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seizert Capital Partners (CRD 108954): Form ADV filing data as of October 2026.