# Virtue Capital Management, LLC

> Virtue Capital Management, LLC is an SEC-registered investment advisory firm in Brentwood, TN, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 167816
- Filed as: VIRTUE CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brentwood, TN
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167816
- AdvisorCensus page: https://advisorcensus.com/firm/virtue-capital-management-llc-brentwood-tn-167816

## Quick answers

**How is Virtue Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Virtue Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Virtue Capital Management, LLC located?**
Virtue Capital Management, LLC's principal office is in Brentwood, TN, according to its Form ADV; the October 2026 filing also lists 64 other offices (Schedule D, Section 1.F).

**Is Virtue Capital Management, LLC registered with the SEC or a state?**
Virtue Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 167816.

**How much does Virtue Capital Management, LLC manage?**
Virtue Capital Management, LLC reports $1,310,521,132 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**How have Virtue Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Virtue Capital Management, LLC: Regulatory assets under management: $700,319,737 in the October 2021 data and $1,310,521,132 in the October 2026 data, up 87%. Total employees: 139 in October 2021 and 105 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Virtue Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,657); high net worth individuals (83); corporations or other businesses not listed above (23).

**Which custodians does Virtue Capital Management, LLC use?**
Virtue Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Virtue Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/167816

**Does Virtue Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "VCM requires a minimum of $1,000 to open and maintain an advisory account or in certain circumstances an account can be established with less than $1,000." "VCM may, at its discretion, accept accounts below the minimum required amount."

**What changed in Virtue Capital Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $1,000 (the brochure says it may be waived or negotiated)

> VCM requires a minimum of $1,000 to open and maintain an advisory account or in certain circumstances an account can be established with less than $1,000.

> VCM may, at its discretion, accept accounts below the minimum required amount.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,310,521,132
- Discretionary: $1,310,521,132
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5,657 | $984,063,327 |
| High net worth individuals | 83 | $308,169,268 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 7 | $3,961,579 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 23 | $14,326,958 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 105 total, 90 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Aberdeen, NC
- Angier, NC
- Antioch, IL
- Atlanta, GA
- Berea, OH
- Brenham, TX
- Brentwood, TN
- Brunswick, OH
- Bryan, OH
- Butler, PA
- Chapin, SC
- Chesterfield, MO
- Clinton Township, MI
- Dayton, KY
- Defiance, OH
- Denver, CO
- Dickson, TN
- Downey, CA
- Dublin, CA
- Ethridge, TN
- Fayetteville, NC
- Flowood, MS
- Fort Lauderdale, FL
- Fort Myers, FL
- Fort Worth, TX
- Fortville, IN
- Gainsville, GA
- Greenwood Villiage, CO
- Grove City, OH
- Harlingen, TX
- High Point, NC
- Hoover, AL
- Houston, TX
- Irvine, CA
- Jacksonville, FL
- Jamestown, NC
- La Crosse, WI
- La Mirada, CA
- Lake Mary, FL
- Lawerenceville, GA
- Manassas, VA
- Memphis, TN
- Monterey Park, CA
- Mooresville, NC
- Mount Juliet, TN
- Mt. Dora, FL
- Murfreesboro, TN
- Oak Brook, IL
- Pawleys Island, SC
- Poinciana, FL
- Ridgeland, MS
- Rockland, MA
- Scottsdale, AZ
- St. Louis, MO
- Tarpon Springs, FL
- Venice, FL
- Vero Beach, FL
- Wakefield, MA
- Warren, NJ
- Whippany, NJ
- Winston-Salem, NC
- Winterpark, FL
- Woodland Hills, CA
- Yonkers, NY

### Websites listed on Form ADV (Item 1.I)
- advisorbmc.com
- dualmomentumportfolios.com
- stoplossportfolio.com
- stoplossportfolios.com
- vcmmax10.com
- vcmmultitrigger.com
- vcmnashville.com
- vimeo.com/virtuefinancial
- virtueadv.com
- virtuecapitalmanagement.com
- virtuecm.com
- virtuecreative.org
- virtuefinancial.net
- virtuelaunch.com
- whyvirtue.com
- Facebook @virtuecm
- LinkedIn @virtue-capital-management
- X @virtuecm.com
- YouTube @virtuecm

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $700,319,737 | 139 | September 27, 2021 |
| October 2022 | $1,071,516,782 | 130 | July 5, 2022 |
| October 2023 | $941,394,286 | 133 | September 13, 2023 |
| October 2024 | $787,466,707 | 110 | March 28, 2024 |
| October 2025 | $1,208,391,728 | 108 | March 28, 2025 |
| October 2026 | $1,310,521,132 | 105 | September 23, 2026 |

Regulatory assets under management: $700,319,737 in the October 2021 data and $1,310,521,132 in the October 2026 data, up 87%.
Total employees: 139 in October 2021 and 105 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Added an office in Antioch, IL.
- Added an office in Atlanta, GA.
- Added an office in Clinton Township, MI.
- Added an office in Grove City, OH.
- Added an office in High Point, NC.
- Added an office in La Mirada, CA.
- Added an office in Venice, FL.
- Added an office in Winterpark, FL.
- No longer lists an office in Bakersfield, CA.
- No longer lists an office in Bartlett, IL.
- No longer lists an office in Coral Springs, FL.
- No longer lists an office in Long Beach, CA.
- No longer lists an office in Longview, TX.
- No longer lists an office in Oldsmar, FL.
- No longer lists an office in Schaumburg, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Virtue Capital Management, LLC (CRD 167816): Form ADV filing data as of October 2026.