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Heck Capital Advisors, LLC

Heck Capital Advisors, LLC. CRD 143848

Heck Capital Advisors, LLC logo

CRD: 143848

Heck Capital Advisors, LLC

Rhinelander, WI, 54501
7153611500
www.heckcapital.com
$11.3B Total AUM
$5.0B Disc. AUM
26.3% 3Y CAGR
30 Employees
1,190 ADV. Clients
19 yrs Firm Age

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Firm Details

Custodian
Equity Trust · Fidelity/NFS · Voya Financial
Clients
Retail and Institutional
Platforms
--
Established Date
05-14-2007
Office Locations
7

Office Locations

15 East Anderson Street Rhinelander WI
200 S Washington ST Suite 300 Green BAY WI
601 Carlson Pkwy - Suite 1055 Minnetonka MN

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).

Team overview

34 AVG AGE
$471.3M AVG AUM / ADVISOR
$9.5M AVG AUM / CLIENT
6.4 yrs AVG TENURE
30 Employees
24 Advisory Reps
24 RIA Reps
19yrs Firm Age

Insights

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Asset Classes

Unison Ember Pioneer beacon Legacy momentum

Custodian

Frontier unison

Investment Themes

Delta Fusion meridian

Investment Vehicles

Vertex foundation

Platform

Foundation

Services

Alpha Legacy pathway Zenith Delta Oak signal Focus insight Matrix matrix North

Owner & Executives

DAVID MARTIN HECK

DAVID MARTIN HECK

Chief Operating Officer

CRD
#2288888
Ownership
50% but less than 75%
(719) 499-6006
legacy.radial@vitalcapital.com
in linkedin.com/in/eagle-frontier
KENNETH ROBERT HECK

KENNETH ROBERT HECK

Chief Financial Officer, Director

CRD
#2116134
Ownership
50% but less than 75%
(632) 379-8669
element.wave@atlascapital.com
in linkedin.com/in/quantum-bridge
H

Harbor momentum

Optima wave pathway

CRD
#53355
Ownership
22.9%
(262) 270-4482
horizon.capital@pathwaycapital.com
in linkedin.com/in/vector-fusion

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Contacts

N

Noelle Adler

--

CRD
#8077093
(460) 575-8483
atlas.summit@valuecapital.com
in linkedin.com/in/pathway-zenith
Derek McShane Bartle

Derek McShane Bartle

Managing Director

CRD
#6069249
(922) 911-7520
beacon.beacon@wavecapital.com
in linkedin.com/in/summit-oak
M

Momentum meridian

Capital radial

CRD
#97763
(871) 969-5553
pathway.north@foundationcapital.com
in linkedin.com/in/quantum-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-30-2023
03-27-2024
03-18-2025
03-30-2026
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

Total SMA Asset: $11,311,723,809

$11.3B Total SMA
Public Funds:
22.0%
Equity - Exchange:
21.3%
Cash:
16.3%
U.S. Government/Agency:
8.9%
Corporate - Investment Grade:
5.7%
Municipal Bonds:
8.3%
Private Funds:
17.5%
Asset class Assets Assets %
Public Funds $1,151,102,621 22.0%
Equity - Exchange $1,114,476,629 21.3%
Cash $852,862,397 16.3%
U.S. Government/Agency $465,673,333 8.9%
Corporate - Investment Grade $298,240,225 5.7%
Municipal Bonds $434,279,625 8.3%
Private Funds $915,649,813 17.5%
Total $5,232,284,643 100.0%

13F Holdings | Q2 2026

Issuer Class Cusip Ticker % Value
SUMMIT NORTH PRIME BRIDGE MATRIX 3A59BI6YD XYWI 11.07% $57,193,329
EAGLE PRIME MATRIX GLACIER SIGNAL LXZXC9MGX SEWFO 2.92% $95,847,493
VITAL HARBOR OAK FOCUS EMBER GMOO1UD0U FEL 3.03% $4,816,905
EMBER SIGNAL VALUE UNISON BEACON 8634KHWYF KZX 3.71% $99,592,835
TIMBER MOMENTUM MERIDIAN NORTH VERTEX Z7EUFKHVA XOB 5.91% $38,911,379
MOMENTUM SUMMIT MATRIX VALUE VECTOR GWYMRZ752 BNMQH 6.07% $110,856,810
CREST LEGACY ZENITH VERTEX BRIDGE 6OBVT6DNQ CACF 1.09% $101,185,043
EAGLE MERIDIAN OPTIMA FRONTIER 7F4VHTCUM ZTSN 5.05% $51,712,158

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