Heck Capital Advisors

Name

Heck Capital Advisors

Legal name

Heck Capital Advisors, LLC

Website

https://heckcapital.com

Company type

Private

Founded year

1964

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management & Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Financial Planning–Led RIAs (FSAAACAB), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Retirement plan consulting
• Institutional asset management

Headquarters

HQ city

Rhinelander

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Advisory Fees: Heck Capital generates revenue through investment advisory fees for managing client portfolios. The firm provides comprehensive investment management services including discretionary portfolio management, institutional consulting, and financial planning. Fees are based on assets under management and consultation, reflecting a percentage-based pricing structure typical of RIA firms.
2. Institutional Services: Revenue generated from serving institutional clients including ERISA retirement plans, corporations, foundations, endowments, family offices, and trusts. Services include OCIO (Outsourced Chief Investment Officer) capabilities, manager research and selection, investment policy statement development, and fiduciary documentation.
3. Financial Planning Services: Comprehensive financial planning services including retirement planning, estate planning, legacy planning, education planning, and tax-efficient strategies. Financial planning is described as a lifelong process that assists clients in taking control of their financial future and building lasting legacies.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Heck Capital Advisors is an independent Registered Investment Advisory (RIA) firm that delivers discretionary and non-discretionary investment management, institutional consulting (including OCIO capabilities), and lifelong financial planning to high-net-worth individuals, families, foundations, endowments, corporations, and retirement plans. The firm supports these services with a proprietary manager screening and scoring methodology covering 50+ asset classes and a proprietary wealth aggregation platform (CapitalCENTRAL®) for 24/7 client account monitoring.

Product overview

Heck Capital Advisors is an Independent Registered Investment Advisory (RIA) firm that operates as a single, unified advisory practice rather than a modular platform. The firm's core offering centers on CapitalCENTRAL®, a proprietary wealth aggregation platform that provides 24/7 account linking and portfolio monitoring. This platform is complemented by three integrated investment advisory programs: Investment Advisory (providing proprietary research-driven portfolio management), Institutional Services (serving ERISA plans, foundations, and family offices with discretionary/OCIO capabilities), and Financial Planning (covering retirement, estate, and legacy planning). The firm also offers distinct investment programs including Dynamic Investment Strategies (Dynamic ETF, Equity Allocation, International, Fixed Income), Strategic Index Investment Styles (passive indexing), and Diversified Investment Styles (multi-asset allocation). All offerings are supported by the firm's proprietary Investment Research Process that screens over 12,800 managers and 210,400+ funds across 50+ asset classes.

Differentiator

Problem solved

Functional benefit

Brands

• CapitalCENTRAL®: A comprehensive wealth aggregation tool linking all accounts to one platform with 256-bit security encryption for simplified financial management.

Products and services

• CapitalCENTRAL® A comprehensive 24/7 wealth aggregation platform that links all client accounts to a single interface for portfolio monitoring, with 256-bit security encryption, password protection, SSL, firewalls, intrusion detection, and geographically separated data centers. The platform is non-transactional (no money movement) and is available to Heck Capital clients.
• Investment Advisory Proprietary research and institutional-quality investment selection process providing customized financial solutions through portfolio management, asset allocation, and individual equity and fixed income securities management for individuals, families, and institutions.
• Institutional Services Discretionary and non-discretionary institutional investment services for ERISA retirement plans, corporations, foundations/endowments, family offices, high-net-worth individuals, and trusts, including Outsourced Chief Investment Officer (OCIO) capabilities, manager research and selection, investment policy statement development, and fiduciary documentation in 3(38) and 3(21) capacities.
• Financial Planning Comprehensive life-long financial planning process covering retirement planning, estate planning, education planning, portfolio analysis, legacy planning, and tax-efficient wealth transfer strategies for individuals and families.
• Investment Research Process In-house investment research methodology that has screened over 12,800 managers and evaluated 210,400+ funds across 50+ traditional and alternative asset classes using proprietary filtering and scoring systems to identify consistent, cost-effective investment options.
• Dynamic Investment Strategies Flexible discretionary investment strategies comprising Dynamic ETF, Equity Allocation, International, and Fixed Income approaches, with Kenneth Heck serving as lead portfolio manager for all four Dynamic strategies.
• Strategic Index Investment Styles Passive exposure to broad-based or specialized market indexes, managed by David Heck as Portfolio Manager for institutional and individual client portfolios.
• Diversified Investment Styles Broadly diversified portfolios with optimal allocation to distinct asset classes designed to meet specific risk and return objectives for clients.

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators7 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Carson Group: Independent RIA and coaching platform serving advisors and clients with comprehensive investment advisory, financial planning, and institutional consulting. Similar comprehensive-service RIA model with significant scale and national footprint.
• Buckingham Strategic Wealth: Fee-only RIA providing evidence-based investment management and financial planning to HNW clients. Comparable in fiduciary-only positioning, evidence-based portfolio construction, and financial planning emphasis.
• Waldron Private Wealth: Independent fee-only RIA serving HNW individuals and families with comprehensive wealth management, financial planning, and trust services. Similar integrated service offering and family-office-style client relationships.
• Merit Financial Advisors: Independent fee-only RIA offering comprehensive wealth management, financial planning, and institutional consulting. Similar business model and target clientele (HNW families, institutions) as Heck Capital.
• Creative Planning: Fee-only RIA providing investment management, financial planning, and institutional consulting. Direct peer as a large, independent, multi-office wealth manager with proprietary research and a similar HNW/institutional mix.
• Mariner Wealth Advisors: Large independent RIA offering comprehensive investment advisory, financial planning, and institutional services to HNW individuals, families, and institutions. Comparable multi-office fee-only model serving HNW and institutional segments across the U.S.
• Savant Wealth Management: Fee-only RIA headquartered in the Upper Midwest serving HNW individuals, families, and institutions. Directly comparable in geography, fee-only structure, full-service offerings, and institutional capabilities.

Others

• Dimensional Fund Advisors: Asset manager whose strategies Heck Capital utilizes and whose former regional director (Marty Owens) now sits on Heck Capital's Investment Committee. An enabler/partner in the investment process rather than a direct competitor.

Broad incumbents

• Vanguard Personal Advisor: Hybrid robo-advisor offering from Vanguard, a leading asset manager. Comparable in providing ongoing investment advisory services to individuals but at significantly lower fees and through a scaled platform model.
• Charles Schwab Wealth Advisory: Schwab's wealth advisory offering serving HNW clients with managed portfolios and access to CFP professionals. Competes in the same HNW wealth management space through a scaled, technology-enabled model.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/heck-capital-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Heck Capital Advisors