Tech stack
No one at Heron Bay Capital Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $426M held · filed Mar 2024
C
Comerica Bank
Per Form ADV · $70M held · filed Mar 2024