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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HERITAGE WEALTH MANAGEMENT GROUP, LTD

CRD 148459

NORFOLK, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4df4e39f-d916-ff7d-1ae3-80fd5497c67c

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 12
On other graphs: 0
Observed: Dec 5, 2011 to Mar 10, 2026
50 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $152MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $152M
Private client RAUM: $151MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $50.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 460
Individual clients: 137
High net worth clients: 40
SEC number: 801-120938
CRD: 148459
Filings on the tape: 50
First filed: Dec 5, 2011
Latest filed: Mar 10, 2026
Organised: Corporation, VA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK HOWARD TEKAMP	n/a	NORFOLK, VA	17	44	2	no
MICHAEL BENJAMIN BROADHURST	Certified Financial Planner	NORFOLK, VA	6	39	2	no
Zachary Nicklaus Tekamp	Certified Financial Planner	NORFOLK, VA	2	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRYAN, PETER, HUMPHREY	Shareholder	C	yes	01/2024	Mar 25, 2021	Jul 4, 2024
HUSSEY, KEVIN, PATRICK	PRESIDENT/CHIEF COMPLIANCE OFFICER	C	yes	01/2024	Jan 9, 2024	Jul 4, 2024
TEKAMP, MARK, HOWARD	CHIEF INVESTMENT STRATEGIST, FINANCIAL ADVISOR	C	yes	11/2018	Mar 25, 2021	Jul 4, 2024
BROADHURST, MICHAEL, BENJAMIN	FINANCIAL ADVISOR	A	no	02/2021	Mar 25, 2021	Jul 4, 2024
COPLON, STEPHEN, JEFFREY	VICE PRESIDENT FINANCE & DIRECTOR OF DEVELOPMENT	B	no	04/2019	Mar 25, 2021	Jul 4, 2024
TEKAMP, MARGIE, GEISLER	CUSTOMER CARE DIRECTOR	A	no	02/2021	Mar 25, 2021	Jul 4, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$152M	$152M	5	3	1	n/a	n/a
2024	Mar 19, 2025	$124M	$121M	6	5	1	n/a	n/a
2023	Mar 16, 2024	$157M	$138M	5	4	1	n/a	n/a
2022	Feb 15, 2023	$134M	$120M	6	4	3	n/a	n/a
2021	Mar 1, 2022	$160M	$139M	8	5	2	n/a	n/a
2011	Mar 30, 2012	$44.0M	$43.1M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	33.3%	0	0	0	1	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$152M	$124M	22.7%	$134M	4.3%	5	6	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BLACK ARROW CAPITAL LLC	2	Nov 26, 2023	Mar 8, 2024	NORFOLK, VA	Team lift out	RIA to state RIA	40.0%

Relationships

Registered with (8)

← Zachary Nicklaus TekampAdvisorregistration: current employment
May 31, 2024 to presentfactForm ADV
← MICHAEL BENJAMIN BROADHURSTAdvisorregistration: current employment
Jul 11, 2020 to presentfactForm ADV
← MARK HOWARD TEKAMPAdvisorregistration: current employment
Feb 24, 2009 to presentfactForm ADV
← KEVIN PATRICK HUSSEYAdvisorregistration: previous registration
Aug 10, 2023 to Nov 7, 2025factForm ADV
← SIMEON LUKE WHITTLEAdvisorregistration: previous registration
May 16, 2025 to Jun 19, 2025factForm ADV
← JOHN RHETT GARNERAdvisorregistration: previous registration
Aug 6, 2019 to Nov 26, 2023factForm ADV
← PATRICK MICHAEL ROGANAdvisorregistration: previous registration
Jul 1, 2022 to Nov 26, 2023factForm ADV
← CHRISTOPHER IAN DORSEYAdvisorregistration: previous registration
Oct 1, 2020 to Oct 3, 2022factForm ADV

Owns (3)

← TEKAMP, MARGIE, GEISLEROwnerCUSTOMER CARE DIRECTOR, ownership code A, individual
Mar 25, 2021 to Jul 4, 2024factForm ADV
← BROADHURST, MICHAEL, BENJAMINOwnerFINANCIAL ADVISOR, ownership code A, individual
Mar 25, 2021 to Jul 4, 2024factForm ADV
← COPLON, STEPHEN, JEFFREYOwnerVICE PRESIDENT FINANCE & DIRECTOR OF DEVELOPMENT, ownership code B, individual
Mar 25, 2021 to Jul 4, 2024factForm ADV

Controls (3)

← BRYAN, PETER, HUMPHREYOwnerSHAREHOLDER, ownership code C, individual
Mar 25, 2021 to Jul 4, 2024factForm ADV
← TEKAMP, MARK, HOWARDOwnerCHIEF INVESTMENT STRATEGIST, FINANCIAL ADVISOR, ownership code C, individual
Mar 25, 2021 to Jul 4, 2024factForm ADV
← HUSSEY, KEVIN, PATRICKOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jan 9, 2024 to Jul 4, 2024factForm ADV

Moved with (1)

→ BLACK ARROW CAPITAL LLCRegistered adviser2 advisors, team lift out, same day
Nov 26, 2023 to Mar 8, 2024factForm ADV

Dated events

Occurred
Nov 7, 2025
Advisor changed firm
Kevin Patrick Hussey left Heritage Wealth Management Group, Ltd for Oyster Creek Capital (registered 2026-03-20)
Form ADVobserved 5 days ago
Occurred
Jun 19, 2025
Advisor changed firm
Simeon Luke Whittle left Heritage Wealth Management Group, Ltd for Rbc Capital Markets, Llc (registered 2025-07-08)
Form ADVobserved 5 days ago
Occurred
Jan 9, 2024
Control person joined
Patrick Kevin Hussey (President/Chief Compliance Officer) appeared on Schedule A of Heritage Wealth Management Group, Ltd
Form ADVobserved 5 days ago
Occurred
Nov 26, 2023
Team lift-out
2 advisors left Heritage Wealth Management Group, LTD (Norfolk, VA) for Black Arrow Capital LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Nov 26, 2023
Advisor changed firm
John Rhett Garner left Heritage Wealth Management Group, Ltd for Black Arrow Capital Llc (registered 2024-02-07)
Form ADVobserved 5 days ago
Occurred
Nov 26, 2023
Advisor changed firm
Patrick Michael Rogan left Heritage Wealth Management Group, Ltd for Black Arrow Capital Llc (registered 2024-03-08)
Form ADVobserved 5 days ago
Occurred
Oct 3, 2022
Advisor changed firm
Christopher Ian Dorsey left Heritage Wealth Management Group, Ltd for Private Advisor Group, Llc (registered 2022-11-04)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
First Form ADV filing
Heritage Wealth Management Group, Ltd filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Control person left
Cody Charles Christie (President/Chief Compliance Officer) no longer on Schedule A of Heritage Wealth Management Group, Ltd (listed 2012-06-27, absent 2021-03-25)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Control person left
Samuel Gary Shaffer (Vice President) no longer on Schedule A of Heritage Wealth Management Group, Ltd (listed 2012-06-27, absent 2021-03-25)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Control person joined
Humphrey Peter Bryan (President & Chief Compliance Officer) appeared on Schedule A of Heritage Wealth Management Group, Ltd
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Control person joined
Howard Mark Tekamp (Chief Investment Strategist, Financial Advisor) appeared on Schedule A of Heritage Wealth Management Group, Ltd
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4df4e39f-d916-ff7d-1ae3-80fd5497c67c
First observed: Dec 5, 2011
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HERITAGE WEALTH MANAGEMENT GROUP, LTD

CRD 148459

NORFOLK, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4df4e39f-d916-ff7d-1ae3-80fd5497c67c

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:43 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK HOWARD TEKAMP

n/a

NORFOLK, VA

MICHAEL BENJAMIN BROADHURST

Certified Financial Planner

NORFOLK, VA

Zachary Nicklaus Tekamp

Certified Financial Planner

NORFOLK, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRYAN, PETER, HUMPHREY

Shareholder

yes

01/2024

Mar 25, 2021

Jul 4, 2024

HUSSEY, KEVIN, PATRICK

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

01/2024

Jan 9, 2024

Jul 4, 2024

TEKAMP, MARK, HOWARD

CHIEF INVESTMENT STRATEGIST, FINANCIAL ADVISOR

yes

11/2018

Mar 25, 2021

Jul 4, 2024

BROADHURST, MICHAEL, BENJAMIN

FINANCIAL ADVISOR

02/2021

Mar 25, 2021

Jul 4, 2024

COPLON, STEPHEN, JEFFREY

VICE PRESIDENT FINANCE & DIRECTOR OF DEVELOPMENT

04/2019

Mar 25, 2021

Jul 4, 2024

TEKAMP, MARGIE, GEISLER

CUSTOMER CARE DIRECTOR

02/2021

Mar 25, 2021

Jul 4, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$152M

n/a

2024

Mar 19, 2025

$124M

$121M

n/a

2023

Mar 16, 2024

$157M

$138M

n/a

2022

Feb 15, 2023

$134M

$120M

n/a

2021

Mar 1, 2022

$160M

$139M

n/a

2011

Mar 30, 2012

$44.0M

$43.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$152M

$124M

22.7%

$134M

4.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BLACK ARROW CAPITAL LLC

Nov 26, 2023

Mar 8, 2024

NORFOLK, VA

Team lift out

RIA to state RIA

40.0%