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Virtue Capital Management, LLC

● SEC registered since 2014CRD 167816SEC# 801-79938Brentwood, TN
Export (members)
Reg. AUM
$1.31B
Employees
105
Accounts
7,561
Location
Brentwood, TN

Virtue Capital Management, LLC assets under management

Virtue Capital Management, LLC is an SEC-registered investment adviser based in Brentwood, TN. The firm has been registered since 2014. It reports $1.3 billion in regulatory assets under management and employs 105 people.
twitter.com/virtuecm.comView on SEC.gov ↗

Virtue Capital Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
James David Webb ControlChief Operating OfficerUnder 5%2013
Jeremy Matthew Rettich ControlChief Executive OfficerUnder 5%2013
Steven Mark Cervantes ControlChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Virtue Capital Management, LLC manage?

Virtue Capital Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Virtue Capital Management, LLC have?

Virtue Capital Management, LLC reports 105 employees.

Where is Virtue Capital Management, LLC located?

Virtue Capital Management, LLC is based in Brentwood, TN and has been SEC-registered since 2014.

Does Virtue Capital Management, LLC disclose fund performance?

Virtue Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12 Cadillac Dr., Suite 280, Brentwood, TN 37027
Phone615-340-0801
Fax615-340-0812
Office hoursM-Th 8:00a.m.-5:00p.m. Fri 8:00a.m.-2:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$1.31B▲ 8%
Mar '25 — $1.21BApr '25 — $1.21BMay '25 — $1.21BJun '25 — $1.21BJul '25 — $1.21BAug '25 — $1.21BSep '25 — $1.21BOct '25 — $1.21BNov '25 — $1.21BDec '25 — $1.21BJan '26 — $1.21BFeb '26 — $1.21BMar '26 — $1.31BApr '26 — $1.31BMay '26 — $1.31BJun '26 — $1.31B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$1.31Bregulatory AUM
Discretionary $1.31B