{"url":"https://nivawealth.com/firms/heritage-wealth-management-group-148459","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/148459","regulatoryAum":152216991,"crd":"148459","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1604098","suffix":null,"lastName":"BROADHURST","firstName":"MICHAEL","middleName":"BENJAMIN"},{"crd":"1056839","suffix":null,"lastName":"TEKAMP","firstName":"MARK","middleName":"HOWARD"},{"crd":"7387894","suffix":null,"lastName":"Tekamp","firstName":"Zachary","middleName":"Nicklaus"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-15","regulatoryAum":137469911,"clients":191,"employees":8,"offices":3},{"filedOn":"2022-07-05","regulatoryAum":160102974,"clients":216,"employees":9,"offices":4},{"filedOn":"2023-08-04","regulatoryAum":134157967,"clients":227,"employees":7,"offices":5},{"filedOn":"2024-07-04","regulatoryAum":156699031,"clients":201,"employees":5,"offices":2},{"filedOn":"2025-06-18","regulatoryAum":124051923,"clients":174,"employees":6,"offices":2},{"filedOn":"2026-03-10","regulatoryAum":152216991,"clients":180,"employees":5,"offices":2}],"secFileNumber":"801-120938","legalName":"Heritage Wealth Management Group, LTD","displayName":"Heritage Wealth Management Group","slug":"heritage-wealth-management-group-148459","website":"https://hwmgroup.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/148459/29546b5fccf8d088-r1.webp","tone":"light","width":299,"height":200,"sourceUrl":"https://www.hwmgroup.com/","sourceLabel":"Heritage Wealth Management Group, LTD, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/heritage-wealth-management-group/","founded":null,"organization":"Virginia corporation","fiscalYearEnd":"December","headquarters":{"street":"733 Boush Street, Suite 100","city":"Norfolk","state":"VA","stateName":"Virginia","country":"United States","postalCode":"23510-1591"},"tradeNames":[],"registration":{"secApproved":"26 April 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Planning","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1.1,"from":0},{"to":2000000,"pct":1,"from":1000000},{"to":3000000,"pct":0.9,"from":2000000},{"to":4000000,"pct":0.8,"from":3000000},{"to":5000000,"pct":0.7,"from":4000000},{"to":null,"pct":0.6,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016737","versionId":1016737,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-10","documentName":"HWMGROUP FORM ADV PART IIA BROCHURE","fee_rate_low":0.6,"fee_rate_high":1.1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Stand-alone Financial Planning","summary":"Stand-alone financial planning is a flat fee of $1,000 to $12,500, or hourly at up to $500 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016737","versionId":1016737,"submittedOn":"2026-03-10","documentName":"HWMGROUP FORM ADV PART IIA BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:49:28.189268+00:00","documents":[{"name":"HWMGROUP FORM ADV PART IIA BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016737","versionId":1016737,"submittedOn":"2026-03-10"}]},"custodians":[{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Dallas, TX","smaAssets":152216991}],"custodyNote":"Heritage Wealth Management Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Zachary Tekamp","title":"Chief Compliance Officer and President","crd":"7387894"}],"ownership":[{"label":"Zachary Tekamp","detail":"Chief compliance officer and president in the 75% or more ownership band and a control person, since November 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":2,"addresses":[{"street":"733 Boush Street, Suite 100","city":"Norfolk","headquarters":true},{"street":"422 S Saint Asaph St.","city":"Alexandria"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"757-321-3725","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":14},{"label":"U.S. state and local bonds","percent":3},{"label":"Investment grade corporate bonds","percent":1},{"label":"Derivatives","percent":25},{"label":"Securities issued by registered investment companies or business development companies","percent":52},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"10 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/148459/PDF/148459.pdf","brochureDate":"10 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016737","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Heritage Wealth Management Group have?","answer":"Heritage Wealth Management Group has 180 clients and manages $152 million for them, as of March 2026. They include 137 individual clients, 40 high-net-worth individuals and 2 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Heritage Wealth Management Group offer?","answer":"Heritage Wealth Management Group provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Heritage Wealth Management Group charge?","answer":"Heritage Wealth Management Group charges 0.60%–1.10% a year for its Investment Management and Comprehensive Financial Planning. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"HWMGROUP FORM ADV PART IIA BROCHURE, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Heritage Wealth Management Group use?","answer":"Heritage Wealth Management Group’s separately managed account assets are held at Altruist Financial LLC (Dallas, TX), with $152M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Heritage Wealth Management Group have?","answer":"Heritage Wealth Management Group has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Heritage Wealth Management Group invest in?","answer":"At the end of its last fiscal year, Heritage Wealth Management Group’s separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 25% derivatives, 14% exchange-traded equities, 5% cash and equivalents, 3% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Heritage Wealth Management Group?","answer":"Heritage Wealth Management Group’s direct owner is Zachary Tekamp (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Heritage Wealth Management Group get paid?","answer":"Heritage Wealth Management Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Heritage Wealth Management Group?","answer":"Heritage Wealth Management Group’s main office is at 733 Boush Street, Suite 100, Norfolk, VA 23510-1591. Its phone number is 757-321-3725. Its website is hwmgroup.com.","source":"Form ADV Part 1A, Item 1.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}