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 that began SEC registration in 2014. The firm serves both individual and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, and educational seminars. It also operates as a registered representative of a broker‑dealer. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee options. The firm does not identify as an active ESG investor. Two industry recognitions appear on its record: a mention in FA Magazine's Top RIA Firms list in 2020 and a Citywire item in 2021 titled "50 Growers Across America."
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 5NANCY BARTOLAMEOLLI
President, CEOCRD 4924149
JAMES WEBB
Chief Operating OfficerCRD 5228988
STEVEN CERVANTES
Chief Compliance OfficerCRD 3150234
Contacts
3 of 86RICHARD CALLISON
PresidentCRD 1530355
THOMAS KUNKEL
Investment Adviser RepresentativeCRD 2510614
RONALD WIITALA
Investment Adviser RepresentativeCRD 6238019
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 148Active vs passive
$626M in ETFs
80%
$503M
19%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $34.6M | 54,803 | 5.53% |
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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