{
  "crd_number": 143848,
  "slug": "heck-capital-advisors-llc-rhinelander-wi-143848",
  "primary_business_name": "HECK CAPITAL ADVISORS, LLC",
  "legal_name": "HECK CAPITAL ADVISORS, LLC",
  "dbas": [
    "HECK CAPITAL ADVISORS"
  ],
  "city": "Rhinelander",
  "state": "WI",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-05-14",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 11311723809.0,
  "raum_discretionary": 5027851925.0,
  "raum_non_discretionary": 6283871884.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 30,
  "advisory_employees": 24,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 2416417460.0,
      "count": 60
    },
    "individuals": {
      "raum": 271128698.0,
      "count": 553
    },
    "pension_profit_sharing": {
      "raum": 3992363945.0,
      "count": 14
    },
    "high_net_worth_individuals": {
      "raum": 1988862824.0,
      "count": 496
    },
    "corporations_other_businesses": {
      "raum": 2642950882.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "FL",
    "IA",
    "IL",
    "IN",
    "LA",
    "MI",
    "MN",
    "NC",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OR",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://heckcapital.com",
    "https://linkedin.com/COMPANY/HECK-CAPITAL-ADVISORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143848",
  "city_as_filed": "RHINELANDER",
  "url": "https://advisorcensus.com/firm/heck-capital-advisors-llc-rhinelander-wi-143848",
  "display_name": "Heck Capital Advisors, LLC",
  "summary": "Heck Capital Advisors, LLC is an SEC-registered investment advisory firm in Rhinelander, WI, registered since 2007, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Heck Capital Advisors, LLC (CRD 143848): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Heck Capital Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Heck Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Heck Capital Advisors, LLC located?",
      "a": "Heck Capital Advisors, LLC's principal office is in Rhinelander, WI, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Heck Capital Advisors, LLC registered with the SEC or a state?",
      "a": "Heck Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143848."
    },
    {
      "q": "How much does Heck Capital Advisors, LLC manage?",
      "a": "Heck Capital Advisors, LLC reports $11,311,723,809 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (44% discretionary)."
    },
    {
      "q": "How have Heck Capital Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Heck Capital Advisors, LLC: Regulatory assets under management: $5,959,673,065 in the October 2021 data and $11,311,723,809 in the October 2026 data, up 90%. Total employees: 19 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Heck Capital Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (553); high net worth individuals (496); charitable organizations (60)."
    },
    {
      "q": "Which custodians does Heck Capital Advisors, LLC use?",
      "a": "Heck Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Midwest Institutional Trust Services, National Financial Services LLC and Voya Financial Partners, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Heck Capital Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143848"
    },
    {
      "q": "What changed in Heck Capital Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 20 to 24. Regulatory assets under management went from $9,670,498,771 to $11,311,723,809 (+17%). Registered or notice-filed in AK, NH, OR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 5959673065.0,
      "total_employees": 19,
      "filing_date": "2021-08-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 6674670715.0,
      "total_employees": 19,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5620331499.0,
      "total_employees": 21,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6656170303.0,
      "total_employees": 20,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 9670498771.0,
      "total_employees": 26,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 11311723809.0,
      "total_employees": 30,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 20 to 24.",
        "Regulatory assets under management went from $9,670,498,771 to $11,311,723,809 (+17%).",
        "Registered or notice-filed in AK, NH, OR."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AR."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Midwest Institutional Trust Services",
      "name_as_filed": "MIDWEST INSTITUTIONAL TRUST SERVICES",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Voya Financial Partners, LLC",
      "name_as_filed": "VOYA FINANCIAL PARTNERS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/heck-capital-advisors-llc-rhinelander-wi-143848.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 553,
      "fewer_than_5": false,
      "raum": 271128698.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 496,
      "fewer_than_5": false,
      "raum": 1988862824.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 3992363945.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 60,
      "fewer_than_5": false,
      "raum": 2416417460.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 2642950882.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143848",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}