Overview
Assets Under Management: $1.2 billion
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 191
Average Client Assets: $2 million
Frequently Asked Questions
VIRTUE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167816), VIRTUE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
VIRTUE CAPITAL MANAGEMENT, LLC is headquartered in BRENTWOOD, TN.
VIRTUE CAPITAL MANAGEMENT, LLC serves 191 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, VIRTUE CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
VIRTUE CAPITAL MANAGEMENT, LLC manages $1.2 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, VIRTUE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 191
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 7,455
Discretionary Accounts: 7,455
Regulatory Filings
CRD Number: 167816
Filing ID: 1950303
Last Filing Date: 2025-03-28 13:51:00
Website: https://virtuecm.com