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Est. 2026The front page of wealth managementNew York

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Chief Operating Officer · Virtue Capital Management, LLC

James D. Webb

CRD 5228988 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Virtue Capital Management, LLC, an SEC-registered wealth manager based in Brentwood, TN with $1.3 billion in regulatory assets, lists James D. Webb on its Form ADV as Chief Operating Officer, a control person. The SEC filings also name James at 1 other registered adviser.

Firms and roles

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jeremy M. RettichChief Executive Officer and Chief Compliance Officer, Virtue Capital Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.