This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- MomentumSignal +more
- Established Date
- 12-03-2007
- Office Locations
- 3
Office Locations
About Mcilrath & ECK, LLC
McIlrath | Eck is a fiduciary RIA providing client-centered financial planning and discretionary investment management, with a deliberate focus on retirement planning plus estate and legacy planning. The team builds personalized portfolios to align goals, optimize risk/reward, and minimize costs, with transparent fees and no third-party referral compensation. Engagement typically starts with a 30-90 minute initial consultation with one of four advisors.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOR HARVEY MCILRATH
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2239577
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JACOB ARTHUR BLUKIS
Certified Financial Planner
- CRD
- #6174319
KEVIN JAMES CAMPBELL
PRINCIPAL, Wealth Advisor
- CRD
- #6157021
Oak crest
Crest unison wave
- CRD
- #82591
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,364,902,010 | $338,098 |
| Non-Discretionary | $0 | -- |
| Total | $1,364,902,010 | $338,098 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,364,902,010
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,900,169,984 | 34.9% |
| Equity - Exchange | $865,693,488 | 15.9% |
| Corporate - Investment Grade | $789,468,905 | 14.5% |
| U.S. Government/Agency | $1,889,280,758 | 34.7% |
| Total | $5,444,613,135 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT PIONEER ZENITH | UNISON MOMENTUM | HH288GU6S | ERN | 0.75% | $44,158,589 |
| VERTEX WAVE DELTA | HORIZON FRONTIER | 08AXKL9L2 | NAAQC | 6.70% | $97,161,252 |
| PIONEER OPTIMA VECTOR | EAGLE GLACIER | V5024L9DC | OMGG | 5.30% | $59,285,163 |
| DELTA HORIZON | EMBER ALPHA | NQ9OFH2BP | XIOF | 5.84% | $45,906,688 |
| MATRIX HARBOR RADIAL | CAPITAL NORTH | RY03OBAIJ | GTGT | 8.79% | $26,589,586 |
| HORIZON MATRIX | GLACIER PATHWAY | YCSY9XT72 | VQY | 12.52% | $81,070,794 |
| RADIAL CATALYST | VECTOR HORIZON | LXUKFQTYX | HODG | 2.73% | $86,551,581 |
| UNISON FRONTIER | VALUE OPTIMA | TE7617E57 | XHZC | 10.14% | $114,818,977 |