A complete list of active advisors currently associated with Virtue Capital Management, LLC
Warmer can help you find a great advisor at Virtue Capital Management, LLC or one who fits your needs even better.
Virtue Capital Management, LLC is a federally registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations, qualified retirement plans and other advisers. The firm offers discretionary and non‑discretionary portfolio management, financial planning and consulting, third‑party manager due diligence, sub‑advisory services, and ERISA/qualified plan support. VCM customizes portfolios to client goals and risk tolerance and manages assets using a mix of tactical, strategic and dynamic approaches, with an investment committee that conducts due diligence on third‑party managers and model strategies. The firm delivers advice through a multi‑team model of investment adviser representatives and independent IAR partners, provides ongoing monitoring and reporting, and offers client education such as a retirement course. What is distinctive is that some VCM advisers are also registered representatives of a broker‑dealer and the firm maintains referral and distribution arrangements with broker‑dealers and insurance vendors; this dual registration and access to custodian investment programs and annuity distribution is uncommon among multi‑team peers and can create conflicts of interest that the firm discloses and seeks to manage. VCM also operates as a sub‑advisor to other RIAs and maintains several affiliated businesses that provide investment strategy, compliance, and insurance distribution services, a structure that affects how it sources solutions and oversees client accounts.
To learn more about the advisors currently working at Virtue Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Virtue Capital Management, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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