CRD: 120336
21st Century Equity Advisors Corporation
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-04-1999
- Office Locations
- 1
Office Locations
About 21st Century Equity Advisors Corporation
21st Century Equity Advisors Corporation is a fee-based investment management firm founded in 1999 by John Hegler. The firm provides portfolio management (and financial planning per public profile), does not earn commissions, and emphasizes compounding through dividend-focused investing and covered call writing with reinvestment. Affiliated with Fidelity Institutional Wealth Services Group and primarily implements portfolios using ETFs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 106 clients, or 106 clients per representative. That equates to $473.8K in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on January 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Vehicles
- Services
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Owner & Executives
JOHN JOSEPH HEGLER JR
Chief Compliance Officer, President
- CRD
- #3190291
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,225,555 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,225,555 | -- |
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Separately Managed Accounts
SMA allocation detail is available
21st Century Equity Advisors Corporation has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.