AdFi
HC

HECK Capital Advisors, LLC

SEC Registered

Your Goals. Our Strategies.

Assets Under Management
$5B–$25B
Office Locations
4 offices
Total Accounts
4004

About the firm

Heck Capital Advisors is an Independent Registered Investment Advisory (RIA) Firm that provides comprehensive investment management, personalized advice, and strategic financial guidance. For over six decades, the firm has provided financial guidance and investment management to individuals, families, institutional investors, corporations, endowments, and foundations.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Areas of expertise

Investment AdvisoryInstitutional ServicesFinancial PlanningPortfolio ManagementIndependent RIAFiduciaryEndowments And FoundationsERISA Retirement PlansWealth ManagementInvestment Research

Services

Investment advisory with proprietary research and institutional-quality investment selection; institutional services including discretionary and non-discretionary investment services; and financial planning for individuals and families.

Who they serve

Goal-driven individuals, families, established institutions, non-profit organizations, foundations, endowments, ERISA retirement plans, corporations, family offices, high-net worth individuals, and trusts.

Leadership

Robert George Heck
CHAIRMAN
Kenneth Robert Heck
CHIEF FINANCIAL OFFICER
David Martin Heck
CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER

Office locations

4 offices in 2 states
WI
RhinelanderHQ
WI
Milwaukee
MN
Minnetonka
WI
Green Bay

Advisors at this firm

25 advisors in the directory

Pamela Patrice Bishop
Investment Adviser Representative
Investment Adviser Representative
Kenneth Robert Heck
Investment Adviser Representative
Investment Adviser Representative
David Martin Heck
Investment Adviser Representative
Investment Adviser Representative
Martin Andrew Owens
Investment Adviser Representative
Investment Adviser Representative
Donna Marie Blamberg
Investment Adviser Representative
Investment Adviser Representative
John Paul Reinthaler
Investment Adviser Representative
Investment Adviser Representative
John Robert Moore
Investment Adviser Representative
Investment Adviser Representative
Jacob Daniel Klaus
Investment Adviser Representative
Investment Adviser Representative
Matthew Joseph Schulz
Investment Adviser Representative
Investment Adviser Representative
Derek McShane Bartle
Investment Adviser Representative
Investment Adviser Representative
Stevie Lynn Radzinski
Investment Adviser Representative
Investment Adviser Representative
Phillip A. Sanchez
Investment Adviser Representative
Investment Adviser Representative
Benjamin Christian Opsal
Investment Adviser Representative
Investment Adviser Representative
Otona R Lavender
Investment Adviser Representative
Investment Adviser Representative
Connor J Showalter
Investment Adviser Representative
Investment Adviser Representative
Olivia Helen Stoll
Investment Adviser Representative
Investment Adviser Representative
Samuel John Brettingen
Investment Adviser Representative
Investment Adviser Representative
Samuel Joseph Rufer
Investment Adviser Representative
Investment Adviser Representative
Grace Elizabeth Heck
Investment Adviser Representative
Investment Adviser Representative
Todd Lyal Manteufel Jr
Investment Adviser Representative
Investment Adviser Representative
Noelle Adler
Investment Adviser Representative
Investment Adviser Representative
Steven M Reiss
Investment Adviser Representative
Investment Adviser Representative
Carson G Tucker
Investment Adviser Representative
Investment Adviser Representative
Jack J Wasserman
Investment Adviser Representative
Investment Adviser Representative
Reece David Stangel
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#143848
SEC Number
801-67872
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee / Other

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HECK Capital Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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