DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Virtue Capital Management, LLC
Latest filing Mar 30, 2026
First filing on the tape Jun 12, 2014 · 246 filings
SEC status approved since Jun 25, 2014
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$1.3B individuals and HNW
Advisors
92
registered through the firm on IAPD
RAUM per advisor
$14.2M
derived; firm RAUM over IAPD count
Employees
105
90 advisory (5.B.1)
Offices
81
beyond the principal office
Private funds
0
reported on Schedule D
History
246 filings and snapshots on the tape
RAUM$1.3B as of Mar 30, 2026
Mar 31, 2015$34.2M then
HNW client RAUM$308M as of Mar 30, 2026
Feb 21, 2018$270M then
State-registered IARs (5.B.3)90 as of Mar 30, 2026
Mar 31, 20154 then
Employees (5.A)105 as of Mar 30, 2026
Mar 31, 20154 then
Private funds: no history
RAUM +8.5% over the last fiscal year+12% a year over threeIARs 90 to 90offices 98 to 81
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $14.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 63derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.7MderivedHNW RAUM over HNW clients
- Average account
- $173,326derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 1.1derived82 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +34%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, educational seminarsreportedItem 5.G
- Custody
- $252M, 1,346 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$984M75%
- High-net-worth individuals$308M24%
- Corporations and businesses$14.3M1.1%
- Charitable organizations$4.0M0.3%
- Individual clients
- 5,657reported
- HNW clients
- 83reported
- Pension plan clients
- 0reported
- Charitable clients
- 7reported
- Accounts
- 7,561reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $252M for 1,346 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
92 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeremy Matthew Rettich | Brentwood, Tn | Oct 30, 2013 | 23 y | 3 |
| James David WebbChartered Financial Consultant | Brentwood, Tn | Oct 30, 2013 | 20 y | 2 |
| Matthew John Rettich | Brentwood, Tn | Nov 8, 2013 | 36 y | 3 |
| E Shane Holder | Brentwood, Tn | Aug 5, 2014 | 16 y | 0 |
| Chris Sumner | Memphis, Tn | Aug 11, 2014 | 15 y | 0 |
| Michael Rennie Morera | Brentwood, Tn | Aug 6, 2015 | 36 y | 2 |
| Brandon Scott Dillard | Brentwood, Tn | Dec 17, 2015 | 11 y | 0 |
| Terry Lane ColemanChartered Financial Consultant | Brentwood, Tn | May 10, 2016 | 44 y | 6 |
| Hugh Augustin Mcdonald | Whippany, Nj | Jun 13, 2016 | 33 y | 2 |
| Justin Matthew Barwick | Brentwood, Tn | Nov 10, 2016 | 12 y | 1 |
| Roy Lee Thrower, Jr. | Angier, Nc | Feb 2, 2017 | 21 y | 4 |
| Jeremiah Enoch Threlkeld | Brentwood, Tn | Jun 19, 2017 | 12 y | 4 |
| Justin Kevin Thompson | Statesboro, Ga | Sep 6, 2017 | 26 y | 1 |
| Brent A Peterson | La Crosse, Wi | Oct 31, 2017 | 20 y | 1 |
| James Jiang-Hua Chu | Monterey Park, Ca | Jan 18, 2018 | 28 y | 2 |
| Terry Alan White | Hiawassee, Ga | Apr 27, 2018 | 17 y | 3 |
| Jeffrey Jay GollehonChartered Financial Consultant | Brentwood, Tn | May 19, 2018 | 30 y | 2 |
| Jay Howard Millard | Brentwood, Tn | Aug 1, 2018 | 27 y | 1 |
| Tammy Lee Byrd | Brentwood, Tn | Aug 28, 2018 | 20 y | 1 |
| Ronald Carl Wiitala | Brentwood, Tn | Sep 24, 2018 | 13 y | 2 |
| Christopher Tatum Stovall | Scottsdale, Az | Sep 27, 2018 | 17 y | 1 |
| Anil B Vazirani | Scottsdale, Az | Sep 27, 2018 | 31 y | 2 |
| Thomas Lloyd Kunkel | Poinciana, Fl | Oct 4, 2018 | 32 y | 2 |
| John M Little | Harlingen, Tx | Jan 14, 2019 | 21 y | 2 |
| Nick Dell'Aquila | Winston-Salem, Nc | Jan 23, 2019 | 21 y | 2 |
| William A HowardCertified Financial Planner | Brentwood, Tn | Jan 25, 2019 | 26 y | 5 |
| Christopher Brandon Clay | Jacksonville, Ar | Mar 21, 2019 | 25 y | 2 |
| Steven Nicholas Sabo | Butler, Pa | Apr 9, 2019 | 11 y | 1 |
| Lloyd Carl KullChartered Financial Consultant | Brentwood, Tn | Apr 17, 2019 | 12 y | 1 |
| Tim Lee JohnsonChartered Financial Consultant | Fayetteville, Nc | May 7, 2019 | 41 y | 1 |
| Catherine C Mendoza | Dublin, Ca | May 7, 2019 | 28 y | 1 |
| Mark Curtis ScottCertified Financial Planner | Grove City, Oh | May 14, 2019 | 16 y | 3 |
| Roger James Evanish | Clearwater, Fl | May 21, 2019 | 39 y | 1 |
| William Daniel Brooks | Lake Mary, Fl | Jun 17, 2019 | 32 y | 4 |
| Richard C Thompson | Atlanta, Ga | Jun 18, 2019 | 12 y | 1 |
| Thomas Mclellan Davis | Hoover, Al | Jul 29, 2019 | 21 y | 3 |
| Russell Lee LunaChartered Financial Consultant | Brentwood, Tn | Jul 30, 2019 | 34 y | 4 |
| Eric Dean Brumagin | Brentwood, Tn | Aug 5, 2019 | 40 y | 4 |
| Larry Richard JonesChartered Financial Consultant | Brentwood, Tn | Aug 5, 2019 | 16 y | 1 |
| Blair Israel Aaronson | Woodland Hills, Ca | Aug 22, 2019 | 41 y | 2 |
Advisor movement
7 left, 12 joined in 12 months
net +5 in 12 months4 left in 90 days4 joined in 90 daysdeparture rate 7.6% of current headcount20 left over 36 months
Left, latest
- Kellen Blaise Beard to United Advisor GroupAug 28, 2026 · RIA to RIA
- Philip Gabriel Nehro to Empirical Asset Management, LLCJul 1, 2026 · RIA to RIA
- Richard Edward Oberuc to Empirical Asset Management, LLCJul 1, 2026 · RIA to RIA
- Matthew Raymond Hisey to Foundations Investment Advisors LLCJun 22, 2026 · RIA to RIA
- Michael L Wurster to Advisor Share Wealth Management, LLCApr 27, 2026 · RIA to RIA
- Kevin Murray Smith to Simplicity WealthMar 23, 2026 · RIA to RIA
- Michael Alexander Watkins to Truvestments Capital LLCNov 24, 2025 · RIA to RIA
- Brian Jay Bewley to Aligned Wealth Solutions, LLCMar 12, 2025 · RIA to a state-registered adviser
- John Theodore Kozak to Advisor Share Wealth Management, LLCJan 23, 2025 · RIA to RIA
- Christian Paul Von Allmen to Bonsai Advisors LLCNov 8, 2024 · RIA to a state-registered adviser
- Ian Reid Maxwell to Reviresco Wealth Advisory LLCJun 28, 2024 · RIA to a state-registered adviser
- Michael John Falco to Falco Wealth ManagementMay 15, 2024 · RIA to a state-registered adviser
- Steven Ralph Anderson to Bcd AdvisorsApr 12, 2024 · RIA to a state-registered adviser
- Scott Edward Stooksbury to Cfg RetirementMar 19, 2024 · RIA to RIA
- Andrew Steven Heifer to Creativeone Wealth, LLCFeb 12, 2024 · RIA to RIA
Joined, latest
- Andrew G Cavasino from Foundations Investment Advisors LLCAug 12, 2026 · RIA to RIA
- Troy James Hines from Simplicity WealthAug 11, 2026 · RIA to RIA
- Michael Waldorf Puck from Zega Investments, LLCJul 14, 2026 · RIA to RIA
- Glenn W. Mosseller from Horter Investment Management, LLCJul 1, 2026 · RIA to RIA
- David Ming-Yen Yeh from Wealthy Doctor Institute LLCJun 11, 2026 · Other
- Enrico A Tolson from Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 15, 2026 · Wirehouse to independent RIA
- Tyler Jefferson Brown from Wells Fargo AdvisorsMar 27, 2026 · Wirehouse to independent RIA
- James Paul Ball from Simplicity WealthFeb 12, 2026 · RIA to RIA
- Philip Gabriel Nehro from First National Advisors LLCJan 23, 2026 · RIA to RIA
- Jeffrey Alan Heybrock from Coppell Advisory Solutions LLCJan 16, 2026 · RIA to RIA
- Richard Edward Oberuc from First National Advisors LLCJan 8, 2026 · RIA to RIA
- Richard Nevins from Brookstone Wealth Advisors, LLCDec 15, 2025 · Other
- Nancy Lee Bartolameolli from Brookstone Wealth Advisors, LLCJul 1, 2025 · Other
- Michael Thomas Prendergast from Horter Investment Management, LLCJan 7, 2025 · RIA to RIA
- Victoria Renee Taylor from Horter Investment Management, LLCJan 1, 2025 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Empirical Asset Management, LLCJul 1, 2026 · Brentwood, Tn
- 2 left for Crown Private Wealth, LLCMar 5, 2021 · Brentwood, Tn
- 2 left for Simplicity WealthJul 29, 2019 · Brentwood, Tn
- 2 left for Optivise Advisory Services LLCJun 3, 2019 · Spring Hill, Tn
- 2 left for Guidedquest, LLCJun 2, 2016 · Brentwood, Tn
- 2 joined from First National Advisors LLCDec 31, 2025 · Rockland, Ma
- 2 joined from Brookstone Wealth Advisors, LLCApr 1, 2020 · Gainesville, Ga
- 8 joined from Horter Investment Management, LLCJul 19, 2019 · Cincinnati, Oh
- 3 joined from Horter Investment Management, LLCMay 6, 2019 · Cincinnati, Oh
- 2 joined from Horter Investment Management, LLCJan 22, 2019 · Cincinnati, Oh
- 6 joined from Horter Investment Management, LLCSep 17, 2018 · Cincinnati, Oh
- 3 joined from Horter Investment Management, LLCAug 22, 2018 · Cincinnati, Oh
- 2 joined from Horter Investment Management, LLCApr 19, 2018 · Aberdeen, Nc
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Mark Steven Cervantes · Chief Compliance Officercontrolsince 01/2021 · owns less than 5%
- Matthew Jeremy Rettich · Chief Executive Officercontrolsince 08/2013 · owns less than 5%
- David James Webb · Chief Operating Officercontrolsince 08/2013 · owns less than 5%
- Matthew Jeremy Rettich · Grantor And Sole Trusteecontrolsince 12/2011 · owns F of Jeremy M. Rettich Revocable Living Trust Agreement Dated 12/02/2011
- John Matthew Rettich · Trusteecontrolsince 04/2014 · owns F of The Rettich Family Revocable Living Trust, Matthew And Michele Rettich, Trustees, Dated April 29, 2014
- Pillar Michele Rettich · Trusteecontrolsince 04/2014 · owns F of The Rettich Family Revocable Living Trust, Matthew And Michele Rettich, Trustees, Dated April 29, 2014
Entity owners
- Virtue Financial Holdings, LLC · Sole Memberdirect · owns 75% or more
- Jeremy M. Rettich Revocable Living Trust Agreement Dated 12/02/2011 · Ownerindirect · owns 25% to 50% of Virtue Financial Holdings, LLC
- The Rettich Family Revocable Living Trust, Matthew And Michele Rettich, Trustees, Dated April 29, 2014 · Ownerindirect · owns 25% to 50% of Virtue Financial Holdings, LLC
Related persons
Schedule D 7.A
- Summit Capital Solutions LLCinvestment advisery
- Virtue Advisorsreal estatey
Advisers that list Virtue Capital Management, LLC as a related person
- 281478 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Brentwood, Tn · principal | 89 | 13 | 5 | 1 | |
| Aberdeen, Nc | 2 | 0 | 0 | ||
| Murfreesboro, Tn | 2 | 0 | 0 | ||
| Memphis, Tn | 2 | 0 | 0 | ||
| Scottsdale, Az | 2 | 0 | 0 | ||
| Venice, Fl | 2 | 2 | 0 | ||
| Oklahoma City, Ok | 0 | 0 | 0 | ||
| Bartlett, Il | 0 | 0 | 1 | ||
| Brunswick, Oh | 0 | 0 | 1 | ||
| Campbell, Ca | 0 | 0 | 0 | ||
| Ellijay, Ga | 0 | 0 | 0 | ||
| Harveysburg, Oh | 0 | 0 | 0 | ||
| La Jolla, Ca | 0 | 0 | 0 | ||
| Long Beach, Ca | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Scottsdale, AZ3 employees
- Ridgeland, MS3 employees
- Atlanta, GA1 employees
- Bakersfield, CA1 employees
- Bartlett, IL1 employees
- Berea, OH1 employees
- Beverly Hills, CA1 employees
- Boca Raton, FL1 employees
- Brenham, TX1 employees
- Brentwood, TN1 employees
- Brunswick, OH1 employees
- Butler, PA1 employees
- Chapin, SC1 employees
- Chesterfield, MO1 employees
- Coral Springs, FL1 employees
- Dayton, KY1 employees
- Dickson, TN1 employees
- Dublin, CA1 employees
- Ellijay, GA1 employees
- Ethridge, TN1 employees
- Fayetteville, NC1 employees
- Flowood, MS1 employees
- Fort Lauderdale, FL1 employees
- Fort Myers, FL1 employees
- Fort Worth, TX1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- control person left departures acceleratedCombination · filing Mar 30, 2026RETTICH, MATTHEW, JOHN left Schedule A on the filing of 2026-03-30; 5 advisors left in the following 365 days against 2 in the 365 days beforepeers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Mar 30, 2026RETTICH, MATTHEW, JOHN (TRUSTEE) left Schedule A between the filings of 2021-01-11 and 2026-03-30peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Mar 30, 2026Rettich, Michele, Pillar (TRUSTEE) left Schedule A between the filings of 2021-01-11 and 2026-03-30peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 7,455 to 7,561Mar 28, 2025 to Mar 30, 2026
- Charity clients · 6 to 7Mar 28, 2025 to Mar 30, 2026
- Corporate clients · 7 to 23Mar 28, 2025 to Mar 30, 2026
- HNW clients · 191 to 83Mar 28, 2025 to Mar 30, 2026
- Individual clients · 4,090 to 5,657Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $163M to $252MMar 28, 2025 to Mar 30, 2026
- Employees · 108 to 105Mar 28, 2025 to Mar 30, 2026
- Other offices · 98 to 81Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.2B to $1.3BMar 28, 2025 to Mar 30, 2026
- HNW RAUM · $444M to $308MMar 28, 2025 to Mar 30, 2026
- Individual RAUM · $754M to $984MMar 28, 2025 to Mar 30, 2026
- RAUM · $1.2B to $1.3BMar 28, 2025 to Mar 30, 2026
- Accounts · 6,111 to 7,455Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 94 to 90Mar 28, 2024 to Mar 28, 2025
- Charity clients · unset to 6.0Mar 28, 2024 to Mar 28, 2025
- Corporate clients · 8 to 7Mar 28, 2024 to Mar 28, 2025
- HNW clients · 26 to 191Mar 28, 2024 to Mar 28, 2025
- Individual clients · 3,674 to 4,090Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $140M to $163MMar 28, 2024 to Mar 28, 2025
- Employees · 110 to 108Mar 28, 2024 to Mar 28, 2025
- Insurance-licensed employees · 4 to 3Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · 11-25 to 11-25Mar 28, 2024 to Mar 28, 2025
- State-registered IARs · 94 to 90Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $787M to $1.2BMar 28, 2024 to Mar 28, 2025
- HNW RAUM · $41.0M to $444MMar 28, 2024 to Mar 28, 2025
- Individual RAUM · $745M to $754MMar 28, 2024 to Mar 28, 2025
- RAUM · $787M to $1.2BMar 28, 2024 to Mar 28, 2025
- Accounts · 8,035 to 6,111Nov 20, 2023 to Mar 28, 2024
- Advisory employees · 107 to 94Nov 20, 2023 to Mar 28, 2024
- Charity clients · 8.0 to unsetNov 20, 2023 to Mar 28, 2024
- Corporate clients · 10 to 8Nov 20, 2023 to Mar 28, 2024
- HNW clients · 113 to 26Nov 20, 2023 to Mar 28, 2024
- Individual clients · 7,842 to 3,674Nov 20, 2023 to Mar 28, 2024
- Assets in custody · $438M to $140MNov 20, 2023 to Mar 28, 2024
- Employees · 133 to 110Nov 20, 2023 to Mar 28, 2024
- Insurance-licensed employees · 3 to 4Nov 20, 2023 to Mar 28, 2024
- Financial planning clients · 1-10 to 11-25Nov 20, 2023 to Mar 28, 2024
- State-registered IARs · 107 to 94Nov 20, 2023 to Mar 28, 2024
- Discretionary RAUM · $941M to $787MNov 20, 2023 to Mar 28, 2024
- HNW RAUM · $198M to $41.0MNov 20, 2023 to Mar 28, 2024
Signals
47 dated events
- Steven Mark Cervantes no longer holds an investment adviser registration (last listed at Virtue Capital Management, Llc on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Kellen Blaise Beard left Virtue Capital Management, Llc for United Advisor Group (registered 2026-08-28)Aug 28, 2026 · Advisor changed firm · fact
- Philip Gabriel Nehro left Virtue Capital Management, Llc for Empirical Asset Management, Llc (registered 2026-07-09)Jul 1, 2026 · Advisor changed firm · fact
- Richard Edward Oberuc left Virtue Capital Management, Llc for Empirical Asset Management, Llc (registered 2026-07-01)Jul 1, 2026 · Advisor changed firm · fact
- 2 advisors left Virtue Capital Management, LLC (Brentwood, TN) for Empirical Asset Management, LLC on the same dayJul 1, 2026 · Team lift-out · derived
- Matthew Raymond Hisey left Virtue Capital Management, Llc for Foundations Investment Advisors Llc (registered 2026-07-09)Jun 22, 2026 · Advisor changed firm · fact
- Michael L Wurster left Virtue Capital Management, Llc for Advisor Share Wealth Management, Llc (registered 2026-08-04)Apr 27, 2026 · Advisor changed firm · fact
- Virtue Capital Management, Llc reported 81 offices beyond its principal office, down from 98 (2025-03-28 to 2026-03-30)Mar 30, 2026 · Office count change · derived
- Kevin Murray Smith left Virtue Capital Management, Llc for Simplicity Wealth (registered 2026-03-30)Mar 23, 2026 · Advisor changed firm · fact
- 2 advisors left First National Advisors LLC (Rockland, MA) for Virtue Capital Management, LLC on the same dayDec 31, 2025 · Team lift-out · derived
- Michael Alexander Watkins left Virtue Capital Management, Llc for Truvestments Capital Llc (registered 2025-12-22)Nov 24, 2025 · Advisor changed firm · fact
- Virtue Capital Management, Llc reported RAUM $1.2B, up 53% from $787.5M (2024-03-28 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Brian Jay Bewley left Virtue Capital Management, Llc for Aligned Wealth Solutions, Llc (registered 2025-03-19)Mar 12, 2025 · Advisor changed firm · fact
- John Theodore Kozak left Virtue Capital Management, Llc for Advisor Share Wealth Management, Llc (registered 2025-02-20)Jan 23, 2025 · Advisor changed firm · fact
- Christian Paul Von Allmen left Virtue Capital Management, Llc for Bonsai Advisors Llc (registered 2024-12-17)Nov 8, 2024 · Advisor changed firm · fact
- Ian Reid Maxwell left Virtue Capital Management, Llc for Reviresco Wealth Advisory Llc (registered 2026-01-16)Jun 28, 2024 · Advisor changed firm · fact
- Michael John Falco left Virtue Capital Management, Llc for Falco Wealth Management (registered 2024-05-15)May 15, 2024 · Advisor changed firm · fact
- Steven Ralph Anderson left Virtue Capital Management, Llc for Bcd Advisors (registered 2024-04-12)Apr 12, 2024 · Advisor changed firm · fact
- Scott Edward Stooksbury left Virtue Capital Management, Llc for Cfg Retirement (registered 2024-03-25)Mar 19, 2024 · Advisor changed firm · fact
- Andrew Steven Heifer left Virtue Capital Management, Llc for Creativeone Wealth, Llc (registered 2024-02-09)Feb 12, 2024 · Advisor changed firm · fact
- Diane Brewer left Virtue Capital Management, Llc for Brookstone Wealth Advisors, Llc (registered 2024-01-04)Jan 9, 2024 · Advisor changed firm · fact
- Kurtis Wesley Barnett left Virtue Capital Management, Llc for Gibbs Wealth Management, Llc (registered 2023-12-21)Dec 8, 2023 · Advisor changed firm · fact
- Gregory Miles Babcock left Virtue Capital Management, Llc for Gibbs Wealth Management, Llc (registered 2025-01-01)Nov 3, 2023 · Advisor changed firm · fact
- Cole Harrison Staton left Virtue Capital Management, Llc for Coppell Advisory Solutions Llc (registered 2023-10-31)Oct 30, 2023 · Advisor changed firm · fact
- Ronald Scott Staton left Virtue Capital Management, Llc for Coppell Advisory Solutions Llc (registered 2023-11-02)Oct 30, 2023 · Advisor changed firm · fact
- Nathan L Clark left Virtue Capital Management, Llc for Brookstone Wealth Advisors, Llc (registered 2023-09-19)Sep 11, 2023 · Advisor changed firm · fact
- Lester Joseph Robinson left Virtue Capital Management, Llc for Cadaret Grant & Co Inc (registered 2023-06-01)Jun 1, 2023 · Advisor changed firm · fact
- James Dennis Underwood left Virtue Capital Management, Llc for Aspen Creek Wealth Management, Llc (registered 2025-08-06)Mar 24, 2023 · Advisor changed firm · fact
- Patrick Michael Mueller left Virtue Capital Management, Llc for Coppell Advisory Solutions Llc (registered 2023-02-23)Mar 8, 2023 · Advisor changed firm · fact
- Terri Lynn Collymore left Virtue Capital Management, Llc for Brookstone Wealth Advisors, Llc (registered 2023-02-06)Jan 31, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 866-907-4275reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/virtue-capital-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- virtuecm.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 615-340-0801reportedpublic record, Form ADV, Mar 30, 2026
- Team page
- virtuecapitalmanagement.com/team.htmlreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $14.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026