RHINELANDER, WICRD 143848Latest ADV March 30, 2026
Heck Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rhinelander, WI. Its latest Form ADV filing, dated March 30, 2026, reports $11.3B in regulatory assets under management, 30 employees, 4 offices, and 4,004 accounts.
Assets Under Management
$11.3B
Employees
30
Offices
4 offices
Total Clients
1,133
Primary office
RHINELANDER, WI
15 EAST ANDERSON STREET, RHINELANDER, WI, United States
Top client segmentIndividuals represent 48.8% of total clients.
Top client categories% of clientsClients
1
Individuals
48.8%
553
2
HNWI
43.8%
496
3
Charitable
5.3%
60
4
Pension Plans
1.2%
14
5
Corporations
0.9%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.3Bas of March 30, 2026
Discretionary44.4%
$5.0B
44% of total RAUM44.4%
Non-discretionary55.6%
$6.3B
56% of total RAUM55.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$11.3B
Total Accounts4,004
10Y AUM Change+$7.7B (+215.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee38:1
10Y Employee Change+13 (+76.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.