Chief Executive Officer and Chief Compliance Officer · Virtue Capital Management, LLC
Jeremy M. Rettich
CRD 5080812 · 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 Jeremy M. Rettich on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person. The SEC filings also name Jeremy at 1 other registered adviser.
Firms and roles
- Virtue Capital Management, LLCChief Executive Officer and Chief Compliance OfficerWealth manager · Brentwood, TN · $1.3B in regulatory assets
- Summit Capital Solutions LLCChief Executive Officer and Chief Compliance OfficerAsset manager · Brentwood, TN · $0M in regulatory assets
AtlasMembers
Jeremy’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James D. WebbChief Operating 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 Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.