Virtue Capital Management, LLC

Virtue Capital Management, LLC (CRD# 167816) is a financial advisory firm headquartered in Nashville, TN. They manage $97,196,916 in 1,690 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    1,690
    ACCOUNTS
  • Average Account Value
    $57,513
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, ID, IL, IN, KS, KY, MD, ME, MN, MO, NC, NE, NH, NJ, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA

Financial Advisors at Virtue Capital Management, LLC
Showing 1 - 10 of 52 top financial advisors.
1
Dale C. Ashby
CRD#: 831949
22 Century Blvd, Suite 455, Nashville, TN 37214
96
Wealthminder
score

Dale Ashby (CRD# 831949) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Nashville, TN and has over 25 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
Michael I. Hepner
CRD#: 5984755
2125 Center Ave., Suite 606, Fort Lee, NJ 07024
96
Wealthminder
score

Michael Hepner (CRD# 5984755) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Fort Lee, NJ and has over 5 years of experience in the finance industry. Michael Hepner 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.

3
Michael P. Mall
CRD#: 5840154
Five Greentree Centre, 525 Route 73 North, Suite 104, Marlton, NJ 08053
96
Wealthminder
score

Michael Mall (CRD# 5840154) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Marlton, NJ and has over 6 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 16 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
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 10 years of experience in the finance industry.

6
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 20 years of experience in the finance industry.

7
James M. Cooper
CRD#: 1199829
5100 Poplar Avenue, Suite 2700, Memphis, TN 38137
93
Wealthminder
score

James Cooper (CRD# 1199829) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Memphis, TN and has over 32 years of experience in the finance industry.

8
Nickie T. Dally
CRD#: 4738406
22 Century Blvd, Suite 455, Nashville, TN 37214
93
Wealthminder
score

Nickie Dally (CRD# 4738406) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Nashville, TN and has over 8 years of experience in the finance industry.

9
Paul E. Danziger
CRD#: 4931616
6430 Rockledge Drive, #200, Bethesda, MD 20817
93
Wealthminder
score

Paul Danziger (CRD# 4931616) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Bethesda, MD and has over 6 years of experience in the finance industry.

10
Rory K. Davis
CRD#: 4261390
22 Century Blvd, Suite 455, Nashville, TN 37214
93
Wealthminder
score

Rory Davis (CRD# 4261390) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Nashville, TN and has over 16 years of experience in the finance industry.

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