# EDGAR Filing Document

**Accession Number:** 0001047070
**File Stem:** 0001047070-26-000003
**Filing Date:** 2026-3
**Character Count:** 2529
**Document Hash:** 23103cc3afb5534957102df0deb5519e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001047070-26-000003.hdr.sgml**: 20260302

**ACCESSION NUMBER**: 0001047070-26-000003

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260302

**DATE AS OF CHANGE**: 20260302

**EFFECTIVENESS DATE**: 20260302

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** HERITAGE CAPITAL GROUP, INC.
- **CENTRAL INDEX KEY:** 0001047070

**ORGANIZATION NAME:**
- **EIN:** 591781948
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-50519
- **FILM NUMBER:** 26709995

**BUSINESS ADDRESS:**
- **STREET 1:** 5210 BELFORT RD.
- **STREET 2:** # 300
- **CITY:** JACKSONVILLE
- **STATE:** FL
- **ZIP:** 32256
- **BUSINESS PHONE:** 904-394-3525

**MAIL ADDRESS:**
- **STREET 1:** 5210 BELFORT RD.
- **STREET 2:** # 300
- **CITY:** JACKSONVILLE
- **STATE:** FL
- **ZIP:** 32256

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** HERITAGE CAPITAL GROUP INC                              /BD
- **DATE OF NAME CHANGE:** 19970930

### Attached PDF Documents

**Attachment 1:** `publichc.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001047070

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** HERITAGE CAPITAL GROUP, INC.

**Business Address:** 5210 BELFORT RD., # 300, JACKSONVILLE, FL, 32256

**Contact Person:** Travis Larson

**Contact Phone:** 904-354-9600

### Independent Public Accountant Identification

**Accountant Name:** Assurance Dimensions, LLC

**Accountant Address:** 3111 N University Drive, Suite 621, Coral Springs, FL, 33065

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Alex Kellison**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **HERITAGE CAPITAL GROUP, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** Alex Kellison

**Title:** President