Virtue Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brentwood, TN. Its latest Form ADV filing, dated March 30, 2026, reports $1.3B in regulatory assets under management, 105 employees, 81 offices, and 7,561 accounts.
Assets Under Management
$1.3B
Employees
105
Offices
81 offices
Total Clients
5,770
Primary office
BRENTWOOD, TN
12 CADILLAC DR., SUITE 280, BRENTWOOD, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.0% of total clients.
Top client categories% of clientsClients
1
Individuals
98.0%
5,657
2
HNWI
1.4%
83
3
Corporations
0.4%
23
4
Charitable
0.1%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 30, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts7,561
10Y AUM Change+$1.1B (+654.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees105
Clients per Employee55:1
10Y Employee Change+97 (+1212.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.