Heritage Wealth Management Group, Ltd
- Regulatory AUM
- $152M
- Discretionary
- $152M
- Clients
- 180
- Avg AUM / client
- $846K
- Accounts
- 460
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 137 | $46.3M | 30.4% |
| High net worth individuals | 40 | $105M | 69.0% |
| Charitable organizations | 2 | $347K | 0.23% |
| Corporations and other businesses | 1 | $546K | 0.36% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Howard Tekamp | Chief Investment Strategist, Financial Advisor | Feb 2009 (17y) | 25% – 50% | |
| Coplon, Stephen, Jeffrey | Vice President Finance & Director Of Development | Apr 2019 (7y) | 10% – 25% | |
| Michael Benjamin Broadhurst | Financial Advisor | CFP | Jul 2020 (6y) | 5% – 10% |
| Tekamp, Margie, Geisler | Customer Care Director | Feb 2021 (6y) | 5% – 10% | |
| Bryan, Peter, Humphrey | Shareholder | Jan 2024 (3y) | 25% – 50% | |
| Kevin Patrick Hussey | President/Chief Compliance Officer | Jan 2024 (3y) | 25% – 50% | |
| Zachary Nicklaus Tekamp | Registered representative | CFP | May 2024 (2y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 895 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $152M (100% of AUM) Mar 2026
- Altruist Financial $152M (100% of AUM) Mar 2026
- TD Ameritrade $128M (93% of AUM) Jan 2022
- Pershing $119M (96% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗