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HECK CAPITAL ADVISORS, LLC
CRD 143848File 801-67872
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$11.31B
Top 10% of cohort (national)
Discretionary AUM
$5.03B
Non-discretionary $6.28B
Clients
1,133
4,004 accounts
Employees
30
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 14, 2007
- Principal office
- 15 EAST ANDERSON STREET, RHINELANDER, WI, 54501
- Phone
- 715-361-1500
- Website
- HTTPS://WWW.HECKCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.31B
- Discretionary AUM
- $5.03B
- Non-discretionary AUM
- $6.28B
- Discretionary accounts
- 3,743
- Non-discretionary accounts
- 261
- Total accounts
- 4,004
- AUM per client
- $10.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $2.64B |
| Charitable organizations | 60 | $2.42B |
| High net worth individuals | 496 | $1.99B |
| Pension and profit sharing plans | 14 | $3.99B |
| Individuals (other than high net worth individuals) | 553 | $271.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PROJECT FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 26 | 30 | increased by4 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 1,160 | 1,133 | decreased by27 |
| Apr 1, 2026 | AUM | $9,670,498,771 | $11,311,723,809 | increased by$1,641,225,038 |
| Apr 1, 2026 | Accounts | 3,815 | 4,004 | increased by189 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 26 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,170 | 1,160 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,674,670,715 | $9,670,498,771 | increased by$2,995,828,056 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,376 | 3,815 | increased by439 |
| Apr 1, 2022 | Clients | 1,029 | 1,170 | increased by141 |
| Apr 1, 2022 | AUM | $5,959,673,065 | $6,674,670,715 | increased by$714,997,650 |
| Apr 1, 2022 | Accounts | 3,020 | 3,376 | increased by356 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HECK CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HECK CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.