HECK CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2007

Total AUM

$11.3B

Discretionary

$5B

44% of AUM

Avg account

$2.8M

Accounts

4,004

Employees

Advisory reps

Firm details

Headquarters: RHINELANDER, Wisconsin
CRD number: 143848
Registered since: May 14, 2007
Website: www.heckcapital.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, MIDWEST INSTITUTIONAL TRUST SERVICES, VOYA FINANCIAL ADVISORS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans35.29%
Corporations / Businesses23.36%
Charitable Organizations21.36%
HNWI17.58%
Individuals2.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Heck Capital Advisors, LLC operates as an independent, SEC-registered investment adviser organized as an LLC and founded in 2007. The firm serves both individual/family clients and institutional clients and is owned by an individual principal. It functions as a capital allocator and offers a mix of fee arrangements, including percentage-of-AUM fees, hourly billing, fixed fees and other fee structures. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension-consulting work, and selection of other advisers. The firm does not identify as an active ESG investor.