HEATH CAPITAL MANAGEMENT, INC.

HEATH CAPITAL MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 120861). Regulatory assets under management: $37.0M.

Registration

• CRD: 120861
• Type: Registered investment adviser
• Phone: 248-335-7211
• Latest filing: 2026-03-04
• Regulatory AUM: $37.0M
• Discretionary AUM: $37.0M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120861 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search