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| Heck Capital Advisors LLC
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|---|---|
| CRD # | 143848 |
| SEC # | 801-67872 |
| CIK # | 0002046227 |
| AUM | 11.31 B (2026-03-30) |
| Employees | 30 (80% Investors, 0% Brokers) |
| Phone | 715-361-1500 |
| Address | 15 East Anderson Street Rhinelander, WI 54501 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002046227 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Gold Trust Micro | 23.4 | ||
| Nvidia Corp | 21.5 | ||
| Apple Inc | 19.2 | ||
| Micron Technology Inc | 14.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 553 | 0.3 |
| (b) Individuals (high net worth individuals) | 496 | 2.0 |
| (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 | 14 | 4.0 |
| (h) Charitable organizations | 60 | 2.4 |
| (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 | 10 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,004 | 11.3 |
| By Discretionary | ||
| Discretionary | 3,743 | 5.0 |
| Non-Discretionary | 261 | 6.3 |
| Total | 4,004 | 11.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.3 | |
| Total | 4,004 | 11.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002046227] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 57 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Greenhaven Associates Inc
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NY | 11.66 B |
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Everett Harris & Co
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Perigon Wealth Management LLC
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Hyperion Asset Management Limited
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Asset Preservation Advisors LLC
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