Hevel Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,748,698
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$582,899
About
Hevel Capital is a very small, recently formed independent advisory firm that provides discretionary asset management and financial planning and consulting to individual and institutional clients. The firm reports managing about $1.75 million for three clients and also offers portfolio management for variable annuities and variable life products.
The firm blends active and passive approaches, typically using ETFs, enhanced-index strategies (including Dimensional products), and direct-indexing alongside fundamental analysis and Monte Carlo planning for financial goals. Hevel Capital may hire sub‑advisors to manage all or portions of client accounts and retains authority to hire, fire, or further delegate those sub‑advisors under its discretionary mandate.
Notable distinctions include the very small client base and assets under management, complimentary financial planning provided to clients and prospects, and the firm’s explicit ability to delegate full discretionary authority to outside advisors. The firm’s sole adviser also reports significant time spent in an affiliated financial business, a staffing and capacity detail that may affect availability relative to typical solo independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
Active portfolio management
Tax-loss harvesting
Retirement income strategy
Cash flow / budgeting
Fee options
$0 - $1,000,000: 0.85% annually $1,000,000.01 - $2,000,000: 0.75% annually $2,000,000.01 - $3,000,000: 0.65% annually $3,000,000.01 - $5,000,000: 0.50% annually $5,000,000.01+: 0.25% annually
Minimum fee: Minimum quarterly fee of $750, which may be waived in part or in full. Fee-only: Financial planning and consulting services are provided complimentary to all clients and prospective clients.
Main office location
Hevel Capital, LLC
San Diego CA, United States
Number of offices
1
Most active in
Hevel Capital, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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