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| Virtue Capital Management LLC
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|---|---|
| CRD # | 167816 |
| SEC # | 801-79938 |
| CIK # | 0001729985 |
| AUM | 1,310.5 M (2026-03-30) |
| Employees | 105 (86% Investors, 2% Brokers) |
| Phone | 615-340-0801 |
| Address | 12 Cadillac Dr Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.2 | ||
| Apple Inc | 10.5 | ||
| SPDR Gold Trust | 9.4 | ||
| Microsoft Corp | 6.8 | ||
| Amazon Com Inc | 5.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,657 | 984.1 |
| (b) Individuals (high net worth individuals) | 83 | 308.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 14.3 |
| (n) Other | 0 | 0.0 |
| Total | 7,561 | 1,310.5 |
| By Discretionary | ||
| Discretionary | 7,561 | 1,310.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,561 | 1,310.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,310.5 | |
| Total | 7,561 | 1,310.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729985] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 5 |
| Serves | Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Virtue Capital Management LLC
✚
|
TN | 1,310.5 M |
|
Summit Capital Solutions LLC
✚
|
TN |
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|---|---|---|
|
Motley Fool Wealth Management LLC
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|
VA | 1,595.3 M |
|
Townsend & Associates Inc
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CO | 1,520.1 M |
|
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NY | 1,511.0 M |
|
McIlrath & Eck LLC
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WA | 1,364.9 M |
|
American Financial Advisors Inc
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|
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|
Beacon Capital Management LLC
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|
TN | 1,269.5 M |
|
Baron Silver Stevens Financial Advisors LLC
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|
FL | 1,196.9 M |
|
Richard Young Associates Ltd
✚
|
GA | 1,195.3 M |
|
Dixon Financial Services Inc
✚
|
1,086.9 M | |
|
Goldstone Financial Group LLC
✚
|
IL | 1,054.0 M |