Heath Capital Management, Inc.

Heath Capital Management, Inc. (CRD# 120861) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $6,000,000 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Heath Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Scott D. Heath
CRD#: 2247925
7 W. Square Lake Rd., Bloomfield Hills, MI 48302

Scott Heath (CRD# 2247925) is an Investment Advisor Representative working at Heath Capital Management, Inc. in Bloomfield Hills, MI and has over 25 years of experience in the finance industry. Scott Heath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.