What departments does Heritage Capital Group have?

Heritage Capital Group has employees across 6 departments including Marketing, Engineering, Banking, Analytics, Finance.

What is the largest department at Heritage Capital Group?

The largest department at Heritage Capital Group is Analytics with 7 employees.

Where are Heritage Capital Group employees located globally?

Heritage Capital Group has employees across 2 continents and 2 countries including Italy, United States Of America.

How has Heritage Capital Group's team size changed over time?

Heritage Capital Group's team has decreased from approximately 51 to 50 employees based on available data.

Heritage Capital Group Employee Directory

Q: Who are Heritage Capital Group's key employees and leadership?

Heritage Capital Group's key employees include: Ceo: R. W., Chief Executive Officer: P. H., Chief Marketing Officer: L. L. F. K., Chief Engineer And Property Manager: F. J., President: D. W..

Investment BankingFlorida, United States51-200 Employees

Heritage Capital Group, based in Jacksonville, Florida, operates as an investment banking and financial advisory firm serving middle-market and emerging growth companies in the United States and globally. For nearly five decades, it has provided independent guidance across mergers and acquisitions, divestitures, valuations, capital formation, restructurings, and strategic advisory aimed at enhancing enterprise value. The firm is registered as a FINRA broker-dealer and is part of Oaklins, a global mid-market M&A network with industry-focused teams in more than 40 countries. Oaklins has completed more than 1,900 transactions in the past five years. In January 2026, Heritage announced the appointment of Eric G. Woods as a principal, signaling leadership expansion.

Heritage Capital Group Global Highlights

North America
68

United States Of America
68

Europe
1

Italy
1

Heritage Capital Group's Leadership

R. W.
Ceo
Mobile Phone
Email
P. H.
Chief Executive Officer
Mobile Phone
Email
L. L. F. K.
Chief Marketing Officer
Mobile Phone
Email
F. J.
Chief Engineer And Property Manager
Mobile Phone
Email
D. W.
President
Mobile Phone
Email
R. C.
Director Of Investment Banking Services
Mobile Phone
Email
L. B.
Managing Director
Mobile Phone
Email
N. J.
Controller
Mobile Phone
Email

Heritage Capital Group Employee Metrics

100%

50%

0%

2026

2025

Finance
Banking
Business
Community & Social Services
Accounting
Other

Contact profiles from Heritage Capital Group

Name

Title

Contact Info

Location

Last Update

L. L. F. K.
Chief Marketing Officer
Mobile Phone
Email
Apr 16, 2026
R. W.
Ceo
Mobile Phone
Email
United StatesVirginia
Jun 01, 2026
P. H.
Chief Executive Officer
Mobile Phone
Email
Oct 21, 2024
D. W.
President
Mobile Phone
Email
United States
Jun 01, 2026
F. J.
Chief Engineer And Property Manager
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
R. C.
Director Of Investment Banking Services
Mobile Phone
Email
United StatesFlorida
Mar 24, 2026
L. B.
Managing Director
Mobile Phone
Email
Oct 22, 2024
N. J.
Controller
Mobile Phone
Email
United StatesNew Jersey
Apr 19, 2025
L. S.
Public Relations Manager
Mobile Phone
Email
Jun 12, 2026
R. F.
Marketing Manager
Mobile Phone
Email
United StatesFlorida
Jun 14, 2024

Frequently Asked Questions

What is Heritage Capital Group known for?

Heritage Capital Group was founded in 1989 operates in the Investment Banking industry. The company's main headquarters is located in 5210 Belfort Road Suite 300 Jacksonville, Florida 32256 United States; you can contact the main corporate office by phone at

+1-904-354-****

. Explore Heritage Capital Group's company overview page for more information.

What is Heritage Capital Group's most common email format?

Heritage Capital Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Capital Group email formats with LeadIQ.

How many employees does Heritage Capital Group have currently?

Heritage Capital Group has approximately 55 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Heritage Capital Group's key employees and leadership?

As of June 2026, Heritage Capital Group's key employees include:

Ceo: R. W.
Chief Executive Officer: P. H.
Chief Marketing Officer: L. L. F. K.
Chief Engineer And Property Manager: F. J.
President: D. W.

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Heritage Capital Group Employee Directory

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