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Chief Operating Officer, Chief Compliance Officer · Heron Bay Capital Management

Kevin R. Kuhl

CRD 6775434 · Named on Form ADV at one SEC-registered adviser

At a glance

Heron Bay Capital Management, an SEC-registered wealth manager based in Bloomfield Hills, MI with $644 million in regulatory assets, lists Kevin R. Kuhl on its Form ADV as Chief Operating Officer, Chief Compliance Officer, a control person.

Firms and roles

  • Heron Bay Capital ManagementChief Operating Officer, Chief Compliance OfficerWealth manager · Bloomfield Hills, MI · $644M in regulatory assets

AtlasMembers

Kevin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.