Virtue Capital Management, LLC

Overview

Virtue Capital Management, LLC is an SEC registered investment adviser based in Brentwood, TN, registered since 2014. It reports $1.3B in assets under management across 7,561 accounts, with 105 employees. It has 91 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

100%

Accounts

7,561

Average account

$173K

Employees

105

Advisory reps

91

Registered since

2014

Jurisdictions

43

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Jeremy Matthew Rettich Chief Executive Officer CRD 5080812
• James David Webb Chief Operating Officer CRD 5228988
• Steven Mark Cervantes Chief Compliance Officer CRD 3150234

Advisory reps 3 of 91

• Blair Israel Aaronson Insurance Agent · Investment Adviser Rep CRD 1343922
• James Paul Ball Insurance Agent · Investment Adviser Rep CRD 2844925
• Nancy L Bartolameolli Insurance Agent · Investment Adviser Rep CRD 4924149

88 more advisory reps, with emails, phones and branch locations

Location

Headquarters

12 Cadillac Dr Ste 280
Brentwood, TN 37027

County

Williamson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Registrations

• SEC registered
• Registered in 43 jurisdictions
• Website: whyvirtue.com

Every state, with registration dates

Similar firms near Brentwood

• Thoroughbred Financial Services, LLCBrentwood, TN$4B AUM
• Kaufman Hall Investment ManagementBrentwood, TN$2.8B AUM
• Lbmc Investment Advisors, LLCBrentwood, TN$2.2B AUM
• TBH Global Asset Management, LLCBrentwood, TN$1.5B AUM
• Seven Springs Wealth GroupBrentwood, TN$1.4B AUM