Seizert Capital Partners, Llc
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 108954
· SEC file 801-57995
· Birmingham, MI
· WWW.LINKEDIN.COM
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ADV data as of Feb 25, 2026
- Regulatory AUM
- $2.5B
- Discretionary
- $2.5B
- Clients
- 152
- Avg AUM / client
- $16.3M
- Accounts
- 265
- Employees
- 17
AUM over time
$1.8B
$5.0B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $6.3M | 0.25% |
| High net worth individuals | 31 | $268M | 10.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $35.0M | 1.41% |
| Pension and profit sharing plans | 17 | $343M | 13.8% |
| Charitable organizations | 20 | $213M | 8.56% |
| State or municipal government entities | 48 | $1.3B | 52.4% |
| Corporations and other businesses | 17 | $189M | 7.62% |
| Other | 2 | $128M | 5.15% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| I.B.E.W. Local #910 Annuity Fund Trustees Of The I.B.E.W. Local 910 Annuity Fund | Watertown, NY | 2024 |
| I.B.E.W. Local #910 Pension Fund Trustees Of The I.B.E.W. Local 910 Pension Fund | Watertown, NY | 2024 |
| Ua Local 190 Pension Plan Joint Board Of Trustees Of The Ua Local 190 Pension Plan | 2024 | |
| Electrical Workers Pension Trust Fund Of Local Union No. 58 Ibew The Board Of Trustees Of The Electrical Workers Pension Trust | 2024 | |
| Transit Management Of Southeast Louisiana, Inc. Retirement Income Plan Transit Management Of Southeast Louisiana, Inc. | New Orleans, LA | 2024 |
| Boilermakers Lodge 154 Retirement Plan Boilermakers Lodge 154 Retirement Plan | 2024 | |
| South Florida Electrical Workers Pension Plan Trustees Of South Florida Electrical Workers Pension Plan | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Oscar Eberle | Trustee | CFA | Jan 2002 (25y) | ≈ 7.5% – 25% via Edward O. Eberle Intervivos Trust |
| David J Collon | Director And Managing Partner | Jan 2009 (18y) | ≈ 37.5% – 75% via David J Collon Iii Trust | |
| Kotlarz, Cheryl, Ann | Chief Compliance Officer | Apr 2011 (15y) | Less than 5% | |
| Thomas Patrick Kenny | Director | CFA | May 2011 (15y) | 10% – 25% |
| Andrew Martin Jones | Registered representative | Aug 2010 (16y) | ||
| Christopher Scott Heatley | Registered representative | Aug 2010 (16y) | ||
| John Vincent Van Gorder | Registered representative | Aug 2010 (16y) | ||
| Darin Andrew Young | Registered representative | Aug 2014 (12y) | ||
| Daniel Atchison Nye | Registered representative | Oct 2016 (10y) | ||
| Manuel Trevino | Registered representative | Oct 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| David J Collon Iii Trust | Member | Jan 2009 | A | 50% – 75% |
| Edward O. Eberle Intervivos Trust | Member | Jan 2002 | A | 10% – 25% |
| Desert Sky Investments Llc | Member | Jan 2002 | A | 10% – 25% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Edward Oscar Eberle: 75% – 100% of Edward O. Eberle Intervivos Trust × 10% – 25% direct ≈ 7.5% – 25% of the firm
- David J Collon: 75% – 100% of David J Collon Iii Trust × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| I.B.E.W. Local #910 Annuity Fund | Trustees Of The I.B.E.W. Local 910 Annuity Fund | 409 | $79.4M | 07/01/2024 |
| I.B.E.W. Local #910 Pension Fund | Trustees Of The I.B.E.W. Local 910 Pension Fund | 334 | $80.5M | 07/01/2024 |
| Ua Local 190 Pension Plan | Joint Board Of Trustees Of The Ua Local 190 Pension Plan | 1,283 | $286M | 06/01/2024 |
| Electrical Workers Pension Trust Fund Of Local Union No. 58 Ibew | The Board Of Trustees Of The Electrical Workers Pension Trust | 3,182 | $923M | 01/01/2024 |
| Transit Management Of Southeast Louisiana, Inc. Retirement Income Plan | Transit Management Of Southeast Louisiana, Inc. | 0 | $180M | 01/01/2024 |
| Boilermakers Lodge 154 Retirement Plan | Boilermakers Lodge 154 Retirement Plan | 6,766 | $157M | 01/01/2024 |
| South Florida Electrical Workers Pension Plan | Trustees Of South Florida Electrical Workers Pension Plan | 759 | $148M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $598M (24% of AUM) Feb 2026
- Comerica Incorporated $341M (15% of AUM) Oct 2025
- Charles Schwab & Co. $276M (11% of AUM) Feb 2026
- Principal Bank $251M (10% of AUM) Feb 2026
- State Street $222M (11% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗