OUR FIRM
For over six decades, our founders and advisors have proudly provided financial guidance and investment management to individuals, families, institutional investors, corporations, endowments and foundations.
BY THE NUMBERS
$0B+
Assets under
management and administration as of 12/31/2025
0%+
Client retention rate
0+
Heck Capital Advisors has clients in over 40 states and territories
Independent and Family Owned
Sophisticated strategies.
Trust and a commitment to excellence.
Family Values.
Since its founding, Heck Capital has combined small-town values and incredible work ethic with national scale expertise, earning recognition as one of the top independent investment advisory firms in the country.
Heck Capital traces its origins back to 1958, when Robert Heck began the family's investment practice in Wisconsin.
The firm's independence is rooted in a commitment to prioritize client interests over Wall Street incentives, avoiding unnecessary leverage, hidden fees, and conflicts of interest. Heck Capital remains 100% privately owned by its founders.
"We're proud of our independence. It gives us the freedom to think long-term, and it means we answer to our values and our clients."
DAVID M. HECK, CIMA®, AIF®
FOUNDER AND CHIEF OPERATING OFFICER
Trust And Estate
Experience a higher standard of privacy, control, and long-term wealth preservation.
At Heck Capital, we believe your wealth should serve your family for generations. Our team provides guidance and support to our clients through the process of trust and estate planning and administration, and provides end-to-end oversight from structure to stewardship.
RECENT RECOGNITION
Heck Capital Advisors recognized as a Top 150 Independent Registered Investment Advisor for 2026 by Financial Advisor Magazine
We're honored to share that Heck Capital Advisors has been recognized as one of the Top 150 Fee-Only Registered Investment Advisors in the $1 Billion and over asset category by Financial Advisor Magazine in their 2026 RIA Survey and Ranking. This recognition reflects the dedication of our team and commitment to delivering thoughtful, tailored financial advice in a rapidly changing environment. Our growth is a byproduct of our mission: to provide objective, client-first guidance that helps individuals, families, and institutions achieve their financial goals with confidence.
Heck Capital is an independently owned, organically grown Registered Investment Advisory firm. We greatly appreciate our clients' continued trust in Heck Capital. In comparison to many of our peers, our growth is driven exclusively by client referrals and organic asset accumulation, not through mergers, acquisitions, or private equity backing.
Our Team
David M. Heck, CIMA®, AIF®
Chief Operating Officer
Kenneth R. Heck
Chief Financial Officer
Derek Bartle
Managing Director
Stevie L. Radzinski
Executive Client Service
Director
Jacob D. Klaus, J.D., CFP®
Trust and Estate Specialist
Director
Steven Reiss, CPA, CFP®
Wealth Advisor
Tax and Financial Planning Specialist
Senior Associate
Donna M. Blamberg, IACCP®
Chief Compliance Officer
Senior Director
John R. Moore, CFA
Institutional and Corporate Advisor
Director
Olivia H. Stoll, CFP®, ChFC®
Wealth Advisor and Financial Planning Specialist
Senior Associate
John P. Reinthaler, AAMS®
Wealth Advisor
Senior Director
Martin A. Owens, CFA, CFP®
Wealth Advisor and Financial Planning Specialist
Director