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| Happy Holidays!! thanks for using AUM13F!! |
| Virtue Capital Management LLC
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| CRD # | 167816 |
| SEC # | 801-79938 |
| CIK # | 0001729985 |
| AUM | $1.2 B (2025-03-28) |
| Employees | 108 (83% Investors, 2% Brokers) |
| Phone | 615-340-0801 |
| Address | 6 Cadillac Dr Brentwood, TN 37027 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729985 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.5 | ||
| Microsoft Corp | 10.5 | ||
| SPDR Gold Trust | 8.1 | ||
| Apple Inc | 6.7 | ||
| Amazon Com Inc | 4.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,090 | 753.9 |
| (b) Individuals (high net worth individuals) | 191 | 444.2 |
| (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 | 6 | 2.6 |
| (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 | 7 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 7,455 | 1,208.4 |
| By Discretionary | ||
| Discretionary | 7,455 | 1,208.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,455 | 1,208.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,208.4 | |
| Total | 7,455 | 1,208.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729985] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Virtue Capital Management LLC
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|
TN | 1.2 |
|
Summit Capital Solutions LLC
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|
TN | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Armstrong Advisory Group Inc
✚
|
MA | 1.4 |
|
Ullman John & Associates Inc
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NY | 1.4 |
|
Townsend & Associates Inc
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CO | 1.3 |
|
Salomon and Ludwin LLC
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|
VA | 1.2 |
|
One Wealth MAP LLC
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|
NV | 1.1 |
|
Financial Planning and Information Services Inc
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|
WI | 1.1 |
|
Beacon Capital Management LLC
✚
|
TN | 1.1 |
|
McIlrath & Eck LLC
✚
|
WA | 1.1 |
|
American Financial Advisors Inc
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|
FL | 1.0 |
|
Baron Silver Stevens Financial Advisors LLC
✚
|
FL | 1.0 |