Virtue Capital Management, LLC

Overview

Virtue Capital Management, LLC is an independent, SEC-registered advisory firm formed in 2014 that advises individuals, families and select institutional clients. The firm combines portfolio management and financial planning with client education—offering workshops and seminars in addition to one-on-one planning and discretionary portfolio oversight. Virtue charges a mix of percentage-of-AUM, hourly and fixed fees and operates with a registered representative relationship to a broker-dealer. The firm is not positioned as a capital allocator; instead it builds client portfolios primarily from public funds and third-party managers. Virtue does not list ESG integration as an active focus. It has received industry recognition, including a Top RIA Firms mention in FA Magazine (2020) and a Citywire “50 Growers Across America” accolade (2021).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices