Murfreesboro, TN Office
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Virtue Capital Management, LLC
Multi-team
Firm-wide stats for Virtue Capital Management, LLC
About
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.
Based on Virtue Capital Management, LLC
Expertise
Based on Virtue Capital Management, LLC
Location
1500 Medical Center Parkway, Suite 3 A 31
Murfreesboro TN 37129
Advisors at this office
2
Advisors at this office
Alyssa S
Series 65
Murfreesboro, TN
Virtue Capital Management, LLC
Alyssa Srey is a financial advisor at Virtue Capital Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Kennedy Wealth Design for three years. Outside of advising, she is involved in coaching and training for dentists and insurance advisors through her roles at Impact Holdings Management and Third Box Advisors. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates a multi-team model that includes due diligence on third-party managers and offers client education such as a retirement course.
Matthew K
Series 63, Series 65
Murfreesboro, TN
Virtue Capital Management, LLC
Matthew Kennedy is a financial advisor with Virtue Capital Management, LLC in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Virtue Capital Management and Impact Holdings, LLC since 2020, with prior experience at First Heartland Capital Inc and as a self-employed professional. Outside of advisory work, he founded Impact Holdings, which provides practice management coaching for dentists, and he is involved in coaching insurance advisors and insurance sales through his own firms. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and third-party due diligence. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model with a distinctive structure that includes dual registration and affiliated businesses providing a range of investment and insurance services.
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