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| Happy Holidays!! thanks for using AUM13F!! |
| Heck Capital Advisors LLC
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| CRD # | 143848 |
| SEC # | 801-67872 |
| CIK # | 0002046227 |
| AUM | $9.7 B (2025-03-18) |
| Employees | 26 (77% Investors, 0% Brokers) |
| Phone | 715-361-1500 |
| Address | 15 East Anderson Street Rhinelander, WI 54501 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 0.7 |
| (b) Individuals (high net worth individuals) | 490 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 47 | 3.5 |
| (h) Charitable organizations | 125 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,815 | 9.7 |
| By Discretionary | ||
| Discretionary | 3,509 | 4.0 |
| Non-Discretionary | 306 | 5.6 |
| Total | 3,815 | 9.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.7 | |
| Total | 3,815 | 9.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002046227] |
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9.4 | |
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|
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