Virtue Capital Management, LLC

Overview

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