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HECK CAPITAL ADVISORS, LLC
CRD 143848 · SEC 801-67872
15 EAST ANDERSON STREET, RHINELANDER, WI, 54501, United States
Phone
715-361-1500
Fax
715-361-1515
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.31B
Discretionary AUM
$5.03B
Team
30 total employees; 24 advisory reps; 57 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; PROJECT FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCAPITAL CENTRAL SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 553 | $271.1M |
| High net worth individuals | 496 | $1.99B |
| Pension/profit sharing plans | 14 | $3.99B |
| Charitable organizations | 60 | $2.42B |
| Corporations/business entities | 10 | $2.64B |
States served
AK, AZ, CA, CO, IL, IN, IA, LA, MI, MN, NV, NJ, NM, NY, NC, OH, OR, PA, TN, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD