About Us

Hevel Capital, LLC is a registered investment advisory firm (RIA) located in San Diego, CA. We specialize in investment advisory and financial planning services for individuals, families, businesses, and charitable organizations. We have 13 years of experience in the investments industry and strive to be one of the leading Christian-based investment advisory firms in San Diego.

Hevel is committed to helping clients build, manage, and preserve their wealth and partners with clients to help them achieve their stated financial goals. We combine expertise in investment management with prudent financial planning to assist clients as they seek to achieve their goals. We offer comprehensive financial services for individuals and high-net worth individuals at industry-low fees. Moreover, our no-obligation complimentary customized financial plan ensures that Hevel and the client are a good fit before partnering together.

As a registered investment adviser, Hevel Capital LLC is held to the highest standard of client care, a fiduciary standard, in which we always put our client’s interests first.

Learn more

'Hevel' is a Hebrew word with a literal translation of 'vapor' or 'breath'. King Solomon, the richest man of his time and known to be the wisest man to ever live authored the Book Ecclesiastes in the Bible. In this book, he wrote that everything in life is meaningless or 'hevel'. The message is to not get too focused on things in life that will pass away but to focus on what matters. What matters most to me is my faith, family and helping others (Hevel Capital is my platform to do this). 

'Hevel' is a reminder to value relationships and treat others as you want to be treated. This is the foundation of Hevel Capital and what the brand stands for. We are in the business of serving others through a relationship-driven business that helps clients achieve their dreams and goals through personalized and trusted financial advice. We want each client to have peace of mind knowing that they have a trusted financial partner so that clients can spend more time focusing on what matters most to them.

Meaning of 'Hevel'

About me

My Resume:

  • 13 Years in finance/investments

  • Chartered Financial Analyst (CFA Charterholder)

  • Certified Financial Planner (CFP®)

  • Quoted in Wall Street Journal, Bloomberg, CNBC, and More

A Little About Me:

  • St. Louis native with midwestern roots; made the trek to San Diego in 2018 which is now considered home

  • My beautiful wife and I are delighted to introduce our latest addition, Jonah, who has filled our lives with a lot of joy and a little sleep deprivation!

  • Once an athlete, always (try to be) an athlete; former collegiate soccer player at UMKC

  • Strive to live out my core values every day with care and consistency: faith, family, and work (e.g. Hevel Capital)  

My Story:

While Hevel Capital was officially formed in February 2024, it was birthed from a two-year journey of desiring something more. I’ve always had an entrepreneurial spirit about me but chose the “safe” job every time over the course of my career. Don’t get me wrong, they were good career moves and I am grateful for each one of them as I spanned the gamut of finance experience from wealth management, stocks, and real estate. I’ve worked on a lot of neat projects over the years from directly serving clients to supporting advisors to underwriting multi-billion dollar financing deals. While there have been a lot of interesting deals and impactful experience, I’ve realized that it was missing a key ingredient and that is working more directly with individuals on things that matter. Through this epiphany and a series of closed doors, Hevel Capital was formed.

My Why:

I didn’t want to just start 'another' financial firm (or join one) but deeply pondered my why and value add to clients.

  1. Work directly with clients on things that matter. A lot of people get worked up on things in life that don’t matter and many in corporate America (hand raised) have this problem. Life is too short and I have a bit of yolo in me, hence the move to start Hevel Capital. The name ‘Hevel’ is a reminder to myself and others to focus on things in life that do matter or more precisely to NOT focus on what doesn’t matter (see here for more on choosing the name ‘Hevel’ Capital)

  1. Create flexibility and autonomy over my schedule. Simply put, I want more freedom for myself and to give the best possible life to my family (for my wife and 4-month-old Jonah who has completely changed our life for the better…I’ve found that the best things in life can also be the hardest). While my hours are longer currently, it’s a worthwhile tradeoff (at least for me) when it’s your own business that is centered around serving others

  2. Grow a brand that creates positive change. Hevel Capital was formed not just to serve households, although this is the primary focus, but to reach more individuals through brand-building efforts that create positive change in the world. We are here to serve clients and other stakeholders on financial matters that make a difference

3857 Pell PL Unit 103 San Diego, CA 92130

mk@hevelcapital.com
(636) 236-9039

Form ADV Part 2A
Form ADV Part 1
Subscribe to Email Newsletter

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

Opinions expressed herein are solely those of Hevel Capital, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Hevel Capital, LLC an Investment Advisor in the State of California. Being registered as an investment adviser does not imply a certain level of skill or training.

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.