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- Custodian
- Equity Trust · Fidelity/NFS · Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-14-2007
- Office Locations
- 4
Office Locations
About Heck Capital Advisors, LLC
Heck Capital Advisors is an independent RIA offering investment management, institutional services (including ERISA plan consulting), and financial planning for individuals/families and organizations such as corporations and foundations/endowments. It takes a disciplined, long-term, institutional-quality approach supported by proprietary research and ongoing monitoring, with high-touch client communication (12 monthly updates and quarterly Perspectives). Midwest offices with national reach; named a Top 150 fee-only RIA by Financial Planning Magazine (2025).
Reported data analysis
What the numbers show
Between March 18, 2025 and March 30, 2026, reported AUM increased 17.0%, from $9.7B to $11.3B.
Across 5 reported observations, AUM increased 69.5% between March 30, 2022 and March 30, 2026, from $6.7B to $11.3B.
Of the latest reported AUM, 44.4% is discretionary and 55.6% is non-discretionary.
The firm reports 24 advisory representatives and 1,190 clients, or 49.6 clients per representative. That equates to $9.5M in reported AUM per client.
The profile lists 4 reported office locations and 19 years in operation. The source data was last updated on March 30, 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 Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
DAVID MARTIN HECK
Chief Operating Officer
- CRD
- #2288888
- Ownership
- 50% but less than 75%
KENNETH ROBERT HECK
Chief Financial Officer, Director
- CRD
- #2116134
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Noelle Adler
--
- CRD
- #8077093
Derek McShane Bartle
Managing Director
- CRD
- #6069249
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,027,851,925 | $1,343,268 |
| Non-Discretionary | $6,283,871,884 | $24,076,137 |
| Total | $11,311,723,809 | $2,825,106 |
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Separately Managed Accounts
SMA allocation detail is available
Heck Capital Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Heck Capital Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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