# HERITAGE WEALTH MANAGEMENT GROUP, LTD

HERITAGE WEALTH MANAGEMENT GROUP, LTD of NORFOLK, VA is an SEC-registered investment adviser.

## Registration

- CRD: 148459
- Type: SEC-registered investment adviser
- SEC file number: 801-120938
- Location: 733 BOUSH STREET, SUITE 100, NORFOLK, VA, 23510-1591
- Phone: 757-321-3725
- Latest filing: 2026-03-10
- Regulatory AUM: $152.2M
- Discretionary AUM: $152.2M
- Clients: 5
- Accounts: 460

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Mark Howard Tekamp | CHIEF INVESTMENT STRATEGIST, FINANCIAL ADVISOR | — |
| Stephen Jeffrey Coplon | VICE PRESIDENT FINANCE & DIRECTOR OF DEVELOPMENT | — |
| Michael Benjamin Broadhurst | FINANCIAL ADVISOR | — |
| Margie Geisler Tekamp | CUSTOMER CARE DIRECTOR | — |
| Zachary Nicklaus Tekamp | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| Peter Humphrey Bryan | SHAREHOLDER | — |
| Kevin Patrick Hussey | PRESIDENT | — |
| Simeon Luke Whittle | CHIEF COMPLIANCE OFFICER | — |
| TEKAMP MARK HOWARD | CHIEF INVESTMENT STRATEGIST, FINANCIAL ADVISOR | — |
| TEKAMP MARGIE G | CUSTOMER CARE DIRECTOR | — |
| CHRISTIE CHARLES CODY | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| SHAFFER GARY SAMUEL | VICE PRESIDENT | — |
| BRYAN PETER HUMPHREY | PRESIDENT/ CEO/ CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| COPLON STEPHEN JEFFREY | VICE PRESIDENT FINANCE & DIRECTOR OF DEVELOPMENT; VICE PRESIDENT, FINANCE & DIRECTOR OF DEVELOPMENT | — |
| GARNER JOHN RHETT | VICE PRESIDENT, FINANCIAL ADVISOR | — |
| BROADHURST MICHAEL BENJAMIN | FINANCIAL ADVISOR | — |
| TEKAMP MARGIE GEISLER | CUSTOMER CARE DIRECTOR | — |
| Coplon Stephen | VICE PRESIDENT, FINANCE & DIRECTOR OF DEVELOPMENT | — |
| HUSSEY KEVIN PATRICK | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ALEXANDRIA | VA | 1 | 7573213725 |
| ALEXANDRIA | VA | 1 | 7573213725 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148459/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148459/similar
- Related entities: https://search.stillhousedata.com/firm/148459/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148459

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.