{"url":"https://nivawealth.com/firms/heck-capital-advisors-143848","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/143848","regulatoryAum":11311723809,"crd":"143848","secFileNumber":"801-67872","legalName":"Heck Capital Advisors, LLC","displayName":"Heck Capital Advisors","website":"https://www.heckcapital.com","linkedinUrl":"https://linkedin.com/company/heck-capital-advisors","founded":null,"organization":"Wisconsin limited liability company","fiscalYearEnd":"December","headquarters":{"street":"15 East Anderson Street","city":"Rhinelander","state":"WI","stateName":"Wisconsin","country":"United States","postalCode":"54501"},"tradeNames":["Heck Capital Advisors"],"registration":{"secApproved":"14 May 2007","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":30,"advisory":24,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":5027851925,"discretionaryAccounts":3743,"nonDiscretionary":6283871884,"nonDiscretionaryAccounts":261,"wrapProgram":7129918927,"nonUsClientsPct":0,"nonAumClients":57},"clientTypes":[{"label":"Individuals (other than HNW)","clients":553,"regulatoryAum":271128698},{"label":"High-net-worth individuals","clients":496,"regulatoryAum":1988862824},{"label":"Pension and profit-sharing plans","clients":14,"regulatoryAum":3992363945},{"label":"Charitable organizations","clients":60,"regulatoryAum":2416417460},{"label":"Corporations and other businesses","clients":10,"regulatoryAum":2642950882}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":7129918927},{"name":"Midwest Institutional Trust Services","shortName":"Midwest Institutional Trust Services","location":"Wauwatosa, WI","smaAssets":2048379555},{"name":"Voya Financial Partners, LLC","shortName":"Voya","location":"Windsor, CT","smaAssets":1227642784}],"custodyNote":"Heck Capital Advisors has custody of $5.65B for 530 clients.","otherCustodians":[],"leadership":[{"name":"Kenneth Heck","title":"Chief Financial Officer","crd":"2116134"},{"name":"David Heck","title":"Chief Operating Officer","crd":"2288888"},{"name":"Donna Blamberg","title":"Chief Compliance Officer /Director of Operations","crd":"2486406"}],"ownership":[{"label":"Kenneth Heck","detail":"Chief financial officer in the 50% to 75% ownership band and a control person, since May 2007."},{"label":"David Heck","detail":"Chief operating officer in the 50% to 75% ownership band and a control person, since May 2007."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":5,"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"7047 E Greenway Pkwy","city":"Scottsdale"}]},{"state":"Minnesota","offices":1,"addresses":[{"street":"Carlson Center","city":"Minnetonka"}]},{"state":"Wisconsin","offices":3,"addresses":[{"street":"15 East Anderson Street","city":"Rhinelander","headquarters":true},{"street":"833 E. 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They include 553 other individuals, 496 high-net-worth individuals and 60 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Heck Capital Advisors offer?","answer":"Heck Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Heck Capital Advisors use?","answer":"Heck Capital Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $7,129,918,927, Midwest Institutional Trust Services (Wauwatosa, WI), with $2,048,379,555 and Voya Financial Partners, LLC (Windsor, CT), with $1,227,642,784. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Heck Capital Advisors have?","answer":"Heck Capital Advisors has 24 investment adviser representatives registered with state securities authorities, out of 30 employees, and 24 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Heck Capital Advisors invest in?","answer":"At the end of its last fiscal year, Heck Capital Advisors’ separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 9% cash and equivalents, 3% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). 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