Overview
Assets Under Management: $9.7 billion
Headquarters: RHINELANDER, WI
High-Net-Worth Clients: 490
Average Client Assets: $3 million
Frequently Asked Questions
HECK CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143848), HECK CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
HECK CAPITAL ADVISORS, LLC is headquartered in RHINELANDER, WI.
HECK CAPITAL ADVISORS, LLC serves 490 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, HECK CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
HECK CAPITAL ADVISORS, LLC manages $9.7 billion in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, HECK CAPITAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 490
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 12.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,815
Discretionary Accounts: 3,509
Non-Discretionary Accounts: 306
Regulatory Filings
CRD Number: 143848
Filing ID: 1961291
Last Filing Date: 2025-03-18 15:18:00
Website: https://heckcapital.com