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Justin Kevin Thompson

Advisor at Virtue Capital Management, LLC — Statesboro, GA

Updated today

Credentials

Series 65

Experience

10 years

Location

Statesboro, GA

Virtue Capital Management, LLC logo

Virtue Capital Management, LLC

Multi-team

Total advisors

88

Across 77 offices

Clients per advisor

65 High

Avg AUM per client

$225,128 Very Low

HNW client ratio

1% Very Low

About

Justin Thompson is a financial advisor at Virtue Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2017, following two years at Brookstone Capital Management LLC. Outside of his advisory role, he serves as an operations officer in the Georgia Army National Guard and operates as an independent insurance agent. Virtue Capital Management is a multi-team registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm offers customized portfolio management and financial planning services using tactical, strategic, and dynamic investment approaches supported by an investment committee.

Client services

Based on Virtue Capital Management, LLC

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Virtue Capital Management, LLC

Retirement income strategy Social Security optimization Wealth management Tax-loss harvesting Business succession planning

Occupation focus

Based on Virtue Capital Management, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fee for financial planning ranges typically from $1,000 to $15,000 depending on complexity.

Percentage

1.00% to 1.95% annually

Commissions

Certain advisory professionals may receive commissions for sale of mutual funds, insurance products, and fixed indexed annuities.

Project-based

Hourly financial planning fees generally between $100 and $300 per hour.

Subscriptions

Subscription fees may apply for some financial planning or consulting services; Technology fee of $8 per month per account; Operational support fee of $5 per month for non-VCM approved strategies.

Other

Account minimum: $1,000 Fee-only: Financial planning fees: fixed fees typically range from $1,000 to $15,000; hourly fees range from $100 to $300 per hour; subscription fees may apply for some financial planning services.

Location

See office

Statesboro, GA

Statesboro GA

Advisors at this office

1

Most active in

Georgia

Work history

10 years of industry experience

Virtue Capital Management, LLC

2017 - Present • 9 years

Nashville, TN

Brookstone Capital Management LLC

2015 - 2017 • 2 years

Marietta, GA

Self Employed Insurance Agent

2012 - Present • 14 years

Marietta, GA

Georgia Army National Guard

2000 - Present • 26 years

Marietta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Travis C

CFP®, Series 63, Series 65

Statesboro, GA

CFG Wealth Management, LLC

Travis Chance is a CFP® with 13 years of industry experience and leads CFG Wealth Management, LLC as its sole advisor. He has held roles at CFG Tax Planning, LLC, Farm Hub Partners, LLC, and Farm Core Advisors, and has served as a City Councilman in Statesboro, GA since 2008. Outside of financial advising, Chance is involved in socially conscious natural farming through Farm Hub Partners. CFG Wealth Management primarily serves high-net-worth individuals and retirement plan sponsors, providing fixed-fee and hourly financial planning along with limited-scope ERISA 3(21) plan advisory and education. The firm refers clients to third-party money managers for asset management and focuses on client discovery, tailored recommendations, and ongoing monitoring without discretionary trading authority.

Retirement income strategy Social Security optimization Life insurance needs analysis Long-term care insurance Roth conversion strategy
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James K

CFP®

Statesboro, GA

Safe Harbor Financial Advisors, LLC

James Kennedy is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of experience at Safe Harbor Financial Advisors, LLC and over 28 years as a CPA and partner at Reddick, Riggs, Hunter & Kennedy, P.C. He is based in Statesboro, GA. Safe Harbor Financial Advisors provides individualized portfolio management, financial planning, and pension consulting to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm combines fundamental analysis, modern portfolio theory, and client-imposed restrictions to manage approximately $62 million for about 79 clients.

General retirement planning
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Stephen H

Series 63, Series 65

Statesboro, GA

Christian Values Investing, Inc.

Stephen Hammond is a financial advisor at Christian Values Investing, Inc. in Statesboro, GA, holding Series 63 and Series 65 designations with 18 years of industry experience. He has been with Christian Values Investing since 1993. Christian Values Investing, Inc. manages approximately $48.8 million for individuals, trusts, estates, and charitable organizations, providing biblically-based financial planning and portfolio management. The firm applies Biblically Responsible Investing screens to exclude companies conflicting with biblical values and combines fundamental stock analysis with mutual funds, ETFs, and fixed income in portfolio construction.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused
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David H

Series 65

Statesboro, GA

Christian Values Investing, Inc.

David Hammond is a financial advisor at Christian Values Investing, Inc. He holds a Series 65 credential and has one year of industry experience. His prior background includes his time as a college and high school student. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investment screens and combines fundamental stock analysis with mutual funds, ETFs, and fixed income to guide portfolio construction.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused
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Grayson S

Series 65

Statesboro, GA

Christian Values Investing, Inc.

Grayson Shaw is a Series 65-licensed financial advisor with Christian Values Investing, Inc., where he has worked since 2022. He has three years of industry experience, including prior roles at OPS Tech Alliance and Pizza Inn. Christian Values Investing, Inc. is a small advisory firm serving individuals, trusts, estates, and charitable organizations with biblically-based financial planning and portfolio management. The firm applies biblically responsible investing screens and combines fundamental analysis with mutual funds, ETFs, and fixed income, also frequently acting as a sub-advisor to other advisers.

ESG / Sustainable investing Cash flow / budgeting Religious/faith focused
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Molly L

Series 66

Statesboro, GA

Sound View Wealth Advisors Group, LLC

Molly Lanier is a financial advisor at Sound View Wealth Advisors Group, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Synovus Securities and Synovus Trust Co. Lanier serves on the boards of the Statesboro Regional Sexual Assault Center and Skidaway Health & Living Services, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions. The firm employs a long-term investment approach based on detailed client discovery and fundamental analysis, utilizing model portfolios and external managers as appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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