Heck Capital Advisors, LLC

Heck Capital Advisors works with a mix of individual clients — including high-net-worth households — and retirement or institutional accounts, offering portfolio management, financial planning, and wealth-advisory services. The firm reports roughly $9.67 billion in assets under management across about 971 client relationships, delivered by a multi-disciplinary advisory team of about 20 professionals.

The firm’s advisory model emphasizes advisory oversight with most assets managed on a non-discretionary basis, meaning clients retain final trading authority and the firm typically implements recommendations with client consent. Services are delivered through fee-based asset management (percentage-of-AUM fees are used), with ongoing portfolio monitoring and advice tailored to client objectives.

Compared with many multi-team firms, Heck Capital’s predominately non-discretionary AUM is a notable operational difference from the typical discretionary model used by peers. The firm also maintains a range of specialized roles and credentials — including trust and estate, retirement and institutional advisory expertise and technical designations such as CFP®, CFA, CIPM and legal expertise — which supports multi-faceted planning for complex client situations.