Virtue Capital Management, LLC

Virtue Capital Management, LLC (CRD# 167816) is a financial advisory firm headquartered in Brentwood, TN. They manage $340,358,487 in 2,600 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    2,600
    ACCOUNTS
  • Average Account Value
    $130,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV

Financial Advisors at Virtue Capital Management, LLC
Showing 1 - 10 of 89 top financial advisors.
1
Dale C. Ashby
CRD#: 831949
2010 Crow Canyon Place, Suite 100, San Ramon, CA 94583
96
Wealthminder
score

Dale Ashby (CRD# 831949) is an Investment Advisor Representative working at Virtue Capital Management, LLC in San Ramon, CA and has over 27 years of experience in the finance industry. Dale Ashby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Patrick M. Kaiser
CRD#: 1364432
9501 W. 144th Place, Suite 300a, Orland Park, IL 60462
96
Wealthminder
score

Patrick Kaiser (CRD# 1364432) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Orland Park, IL and has over 26 years of experience in the finance industry.

3
Michael P. Mall
CRD#: 5840154
6 Cadillac Dr., Suite 310, Brentwood, TN 37027
96
Wealthminder
score

Michael Mall (CRD# 5840154) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Brentwood, TN and has over 7 years of experience in the finance industry. Michael Mall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jason R. Moore
CRD#: 4092012
22 Century Blvd, Suite 455, Nashville, TN 37214
96
Wealthminder
score

Jason Moore (CRD# 4092012) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Nashville, TN and has over 18 years of experience in the finance industry. Jason Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Brandon W. Morgan
CRD#: 2230081
621 Broadway, Paducah, KY 42001
96
Wealthminder
score

Brandon Morgan (CRD# 2230081) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Paducah, KY and has over 25 years of experience in the finance industry. Brandon Morgan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Marion V. Rains
CRD#: 4929884
6 Cadillac Dr., Suite 310, Brentwood, TN 37027
96
Wealthminder
score

Marion Rains (CRD# 4929884) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Brentwood, TN and has over 13 years of experience in the finance industry. Marion Rains has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Roy C. Thornton
CRD#: 4084204
6 Cadillac Dr., Suite 310, Brentwood, TN 37027
96
Wealthminder
score

Roy Thornton (CRD# 4084204) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Brentwood, TN and has over 18 years of experience in the finance industry. Roy Thornton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
James D. Webb
CRD#: 5228988
22 Century Blvd., Suite 455, Nashville, TN 37214
96
Wealthminder
score

James Webb (CRD# 5228988) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Nashville, TN and has over 11 years of experience in the finance industry.

9
Steven G. Belvin
CRD#: 5891357
Thomasville, GA
93
Wealthminder
score

Steven Belvin (CRD# 5891357) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Thomasville, GA and has over 6 years of experience in the finance industry.

10
Nathan L. Clark
CRD#: 2739136
6118 Sunnyslope Dr., Naples, FL 34119
93
Wealthminder
score

Nathan Clark (CRD# 2739136) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Naples, FL and has over 22 years of experience in the finance industry.

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