BARRINGTON, ILCRD 283438Latest ADV February 23, 2026
Virtue Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Barrington, IL. Its latest Form ADV filing, dated February 23, 2026, reports $211M in regulatory assets under management, 3 employees, 3 offices, and 261 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 79.4% of total clients.
Top client categories% of clientsClients
1
HNWI
79.4%
77
2
Individuals
20.6%
20
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$211Mas of February 23, 2026
Discretionary95.9%
$203M
96% of total RAUM95.9%
Non-discretionary4.1%
$9M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$211M
Total Accounts261
10Y AUM Change+$99M (+87.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* 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.