Seizert Hershey & Company LLC (Bloomfield Hills)


Seizert Hershey & Company LLC is a large advisory firm based in Bloomfield Hills. It manages $532.98 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

Seizert Hershey & Company provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Seizert Hershey & Company: assets under management

The assets under management (AUM) of Seizert Hershey & Company LLC is $532.98 million. The firm's AUM has grown by 1620% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $520.09 million in discretionary accounts and $12.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.27 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $12.88 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Seizert Hershey & Company LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Seizert Hershey & Company LLC

Edward Oscar Eberle has been acting as President since 1 Jan 2002. Charles Joseph Schmidt joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Seizert Capital Management Member 1 Sep 2000 50% - 75% 108919
Gerald Lee Seizert Chief executive officer 1 Sep 2000 Other 2107061
Hershey Capital Management Llc Member 1 Sep 2000 25% - 50% 108955
Scott David Hershey Chief operating officer 1 Sep 2000 Other 1096193
Edward Oscar Eberle Senior portfolio manager 1 Jan 2001 Other 4367919
Charles Joseph Schmidt Senior portfolio manager 1 Jan 2001 Other 4367929
Llc Valenti Arbor Capital Iv Member 1 Feb 2001 Other 38-3582086
Thomas Beardsley Bender Senior portfolio manager 1 Oct 2001 Other 17904
Edward Oscar Eberle President 1 Jan 2002 Other 4367919
Charles Joseph Schmidt Senior vice president 1 Jan 2002 Other 4367929

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Scott David Hershey President 1 Nov 1999 75% - 100% 1096193
Gerald Lee Seizert Managing member 1 Jul 2000 75% - 100% 2107061

Based in Bloomfield Hills

The principal office where Seizert Hershey & Company LLC performs its advisory services is located at 1668 South Telegraph Rd, Bloomfield Hills, MI 48302, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-322-4000 or by fax 248-322-2750. The normal business hours are 8:30 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.s-hco.com.