HECK CAPITAL ADVISORS, LLC
CRD #143848 SEC #801-67872 RHINELANDER, WI 715-361-1500
SEC Registered
Total AUM
$9.7B
Discretionary
$4B
Employees
26
Clients
51
Accounts
3,815
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $9.7B | $4B | $5.6B | 26 | 108 |
| Mar 2025 | $9.7B | $4B | $5.6B | 26 | 108 |
| Mar 2024 | $6.7B | $1.6B | $5.1B | 20 | 122 |
| Mar 2023 | $5.6B | $1.4B | $4.3B | 21 | 101 |
| Mar 2022 | $6.7B | $1.5B | $5.2B | 19 | 50 |
| Aug 2021 | $6B | $1.3B | $4.7B | 19 | 51 |
| Jul 2021 | $6B | $1.3B | $4.7B | 19 | 51 |
| Mar 2021 | $6B | $1.3B | $4.7B | 19 | 51 |
| Jun 2020 | $5.7B | $1B | $4.7B | 18 | 56 |
| Mar 2020 | $5.7B | $1B | $4.7B | 18 | 56 |
| Jun 2019 | $4.2B | $784.5M | $3.4B | 18 | 33 |
| Mar 2019 | $4.2B | $784.5M | $3.4B | 18 | 33 |
| Apr 2018 | $4.2B | $711.7M | $3.5B | 17 | 61 |
| Mar 2018 | $4.2B | $711.7M | $3.5B | 17 | 61 |
| Mar 2018 | $4.2B | $711.7M | $3.5B | 17 | 61 |
| Jun 2017 | $3.6B | $567.9M | $3B | 17 | 700 |
| Jun 2017 | $3.6B | $567.9M | $3B | 17 | 700 |
| Mar 2017 | $3.6B | $567.9M | $3B | 17 | 700 |
| May 2016 | $3.1B | $506.6M | $2.6B | 14 | 600 |
| Mar 2016 | $3.1B | $506.6M | $2.6B | 14 | 600 |
| Mar 2016 | $3.1B | $506.6M | $2.6B | 14 | 600 |
| Mar 2015 | $3.1B | $491.9M | $2.6B | 12 | 600 |
| Mar 2014 | $2.9B | $447.9M | $2.4B | 12 | 600 |
| Dec 2013 | $2.5B | $402.9M | $2.1B | 12 | 600 |
| Jul 2013 | $2.5B | $402.9M | $2.1B | 12 | 600 |
| May 2013 | $2.5B | $402.9M | $2.1B | 12 | 600 |
| Mar 2013 | $2.5B | $402.9M | $2.1B | 12 | 600 |
| Oct 2012 | $1.9B | $370M | $1.5B | 11 | 600 |
| Jun 2012 | $1.9B | $370M | $1.5B | 11 | 600 |
| Mar 2012 | $1.9B | $370M | $1.5B | 11 | 600 |
| Mar 2012 | $1.9B | $370M | $1.5B | 11 | 600 |
| Mar 2011 | $2B | $321.5M | $1.7B | 10 | -- |
| Jan 2011 | $1.5B | $277.1M | $1.3B | 10 | -- |
| Oct 2010 | $1.5B | $277.1M | $1.3B | 10 | -- |
| Oct 2009 | $1.2B | $218.9M | $971.6M | 10 | -- |
| Apr 2009 | $1.2B | $218.9M | $971.6M | 10 | -- |
| Mar 2008 | $1B | $250M | $775M | 10 | -- |
| Jan 2008 | $318M | $228M | $90M | 10 | -- |
| Sep 2007 | $318M | $228M | $90M | 10 | -- |
| Aug 2007 | $318M | $228M | $90M | 10 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$9.7B
Discretionary$4B
Non-Disc.$5.6B
Employees26
Clients108
DateMar 2025
Total AUM$9.7B
Discretionary$4B
Non-Disc.$5.6B
Employees26
Clients108
DateMar 2024
Total AUM$6.7B
Discretionary$1.6B
Non-Disc.$5.1B
Employees20
Clients122
DateMar 2023
Total AUM$5.6B
Discretionary$1.4B
Non-Disc.$4.3B
Employees21
Clients101
DateMar 2022
Total AUM$6.7B
Discretionary$1.5B
Non-Disc.$5.2B
Employees19
Clients50
DateAug 2021
Total AUM$6B
Discretionary$1.3B
Non-Disc.$4.7B
Employees19
Clients51
DateJul 2021
Total AUM$6B
Discretionary$1.3B
Non-Disc.$4.7B
Employees19
Clients51
DateMar 2021
Total AUM$6B
Discretionary$1.3B
Non-Disc.$4.7B
Employees19
Clients51
DateJun 2020
Total AUM$5.7B
Discretionary$1B
Non-Disc.$4.7B
Employees18
Clients56
DateMar 2020
Total AUM$5.7B
Discretionary$1B
Non-Disc.$4.7B
Employees18
Clients56
DateJun 2019
Total AUM$4.2B
Discretionary$784.5M
Non-Disc.$3.4B
Employees18
Clients33
DateMar 2019
Total AUM$4.2B
Discretionary$784.5M
Non-Disc.$3.4B
Employees18
Clients33
DateApr 2018
Total AUM$4.2B
Discretionary$711.7M
Non-Disc.$3.5B
Employees17
Clients61
DateMar 2018
Total AUM$4.2B
Discretionary$711.7M
Non-Disc.$3.5B
Employees17
Clients61
DateMar 2018
Total AUM$4.2B
Discretionary$711.7M
Non-Disc.$3.5B
Employees17
Clients61
DateJun 2017
Total AUM$3.6B
Discretionary$567.9M
Non-Disc.$3B
Employees17
Clients700
DateJun 2017
Total AUM$3.6B
Discretionary$567.9M
Non-Disc.$3B
Employees17
Clients700
DateMar 2017
Total AUM$3.6B
Discretionary$567.9M
Non-Disc.$3B
Employees17
Clients700
DateMay 2016
Total AUM$3.1B
Discretionary$506.6M
Non-Disc.$2.6B
Employees14
Clients600
DateMar 2016
Total AUM$3.1B
Discretionary$506.6M
Non-Disc.$2.6B
Employees14
Clients600
DateMar 2016
Total AUM$3.1B
Discretionary$506.6M
Non-Disc.$2.6B
Employees14
Clients600
DateMar 2015
Total AUM$3.1B
Discretionary$491.9M
Non-Disc.$2.6B
Employees12
Clients600
DateMar 2014
Total AUM$2.9B
Discretionary$447.9M
Non-Disc.$2.4B
Employees12
Clients600
DateDec 2013
Total AUM$2.5B
Discretionary$402.9M
Non-Disc.$2.1B
Employees12
Clients600
DateJul 2013
Total AUM$2.5B
Discretionary$402.9M
Non-Disc.$2.1B
Employees12
Clients600
DateMay 2013
Total AUM$2.5B
Discretionary$402.9M
Non-Disc.$2.1B
Employees12
Clients600
DateMar 2013
Total AUM$2.5B
Discretionary$402.9M
Non-Disc.$2.1B
Employees12
Clients600
DateOct 2012
Total AUM$1.9B
Discretionary$370M
Non-Disc.$1.5B
Employees11
Clients600
DateJun 2012
Total AUM$1.9B
Discretionary$370M
Non-Disc.$1.5B
Employees11
Clients600
DateMar 2012
Total AUM$1.9B
Discretionary$370M
Non-Disc.$1.5B
Employees11
Clients600
DateMar 2012
Total AUM$1.9B
Discretionary$370M
Non-Disc.$1.5B
Employees11
Clients600
DateMar 2011
Total AUM$2B
Discretionary$321.5M
Non-Disc.$1.7B
Employees10
Clients--
DateJan 2011
Total AUM$1.5B
Discretionary$277.1M
Non-Disc.$1.3B
Employees10
Clients--
DateOct 2010
Total AUM$1.5B
Discretionary$277.1M
Non-Disc.$1.3B
Employees10
Clients--
DateOct 2009
Total AUM$1.2B
Discretionary$218.9M
Non-Disc.$971.6M
Employees10
Clients--
DateApr 2009
Total AUM$1.2B
Discretionary$218.9M
Non-Disc.$971.6M
Employees10
Clients--
DateMar 2008
Total AUM$1B
Discretionary$250M
Non-Disc.$775M
Employees10
Clients--
DateJan 2008
Total AUM$318M
Discretionary$228M
Non-Disc.$90M
Employees10
Clients--
DateSep 2007
Total AUM$318M
Discretionary$228M
Non-Disc.$90M
Employees10
Clients--
DateAug 2007
Total AUM$318M
Discretionary$228M
Non-Disc.$90M
Employees10
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--