Virtue Capital Management, LLC
Firm details
- Headquarters
- Brentwood, Tennessee
- CRD number
- 167816
- Registered since
- June 25, 2014
- Website
- www.whyvirtue.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals75.09%
- HNWI23.52%
- Corporations / Businesses1.09%
- Charitable Organizations0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Virtue Capital Management, LLC is an independent registered investment adviser structured as an LLC and registered with the SEC in 2014. The firm serves both individual and family clients as well as institutional accounts, and its ownership is a mix of a domestic entity and an individual. Advisory work emphasizes financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Virtue also operates as a registered representative of a broker-dealer and charges clients through a combination of percentage-of-AUM fees, hourly fees, and fixed fees. The firm does not describe itself as an active ESG investor. Two industry recognitions are noted: a placement on FA Magazine’s Top RIA Firms list in 2020 and inclusion in Citywire’s “50 Growers Across America” in 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities18%
- Cash & Cash Equivalents8%
- US Government Bonds3%
Owners & executives
3 of 6
Michael Puck
Chief Executive OfficerCRD 5810550
Jeremy Rettich
CEO, Investment AdvisorCRD 5080812

Brent Peterson
Founder & CEOCRD 5129958
Contacts
3 of 83
Terry White
Investment Advisor RepresentativeCRD 5647858
Mark Scott
Investment Adviser RepresentativeCRD 5748629

Jeremiah Threlkeld
Advisor Development SpecialistCRD 5899556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 158Active vs passive
$618M in ETFs
80%
$497M
19%
$121M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $48.7M | 65,000 | 7.88% |
Location
Brentwood, TN
Williamson
Location
Brentwood, TN
Headquartered in Brentwood, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 12 Cadillac Dr
- Time zone
- CT (UTC-6)
- Office locations
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