Wealth manager, independent · Brentwood, TN
Virtue Capital Management, LLC
SEC-registered investment adviser · CRD 167816 · SEC 801-79938
At a glance
Virtue Capital Management, LLC is an SEC-registered investment adviser based in Brentwood, Tennessee, with $1.3B in regulatory assets under management as of its Form ADV filed September 23, 2026. It reports 5,740 individual clients, 83 of them high-net-worth, holding an average of about $0.2 million each, and 105 employees. That ranks it 849th among the nation’s 5,657 independent wealth management RIAs and 16th of 102 in Tennessee. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 615-340-0801virtuecapitalmanagement.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among independent wealth managers
- #849 of 5,657
- Rank among all SEC RIAs
- #4,627 of 17,210
- Rank in Tennessee
- #16 of 102
- Individual clients
- 5,740
- High-net-worth clients
- 83
- Accounts
- 7,561
- Discretionary
- 100% of AUM
- Employees
- 105
- Advisory staff
- 90
- Offices
- 82
Owners and executives on its Form ADV
- Jeremy M. RettichChief Executive Officer and Chief Compliance Officer
- James D. WebbChief Operating Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Virtue Capital Management, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 5,657 | $984M | 75% |
| High-net-worth individuals | 83 | $308M | 24% |
| Corporations or other businesses | 23 | $14M | 1% |
| Charitable organizations | 7 | $4M | <1% |
Disciplinary disclosures
Virtue Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗virtuecapitalmanagement.com ↗
AtlasMembers
The full record on Virtue Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,822 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Tennessee
All of Tennessee →| Firm | Regulatory AUM | Clients |
|---|---|---|
| TBH Global Asset Management, LLCBrentwood | $1.5B | 1,002 |
| HHM Wealth Advisors, LLCChattanooga | $1.5B | 1,180 |
| Seven Springs Wealth GroupBrentwood | $1.4B | 384 |
| Paul Winkler, Inc.Goodlettsville | $1.3B | 2,419 |
| TD Capital Management LLCMemphis | $1.2B | 445 |
| Fielder Capital Group LLCNashville | $1.2B | 112 |
Background
Questions
How much does Virtue Capital Management, LLC manage?
Virtue Capital Management, LLC reports $1.3B in regulatory assets under management across 7,561 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 23, 2026.
How many clients does Virtue Capital Management, LLC have?
It reports 5,740 individual clients: 83 high-net-worth individuals and 5,657 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Virtue Capital Management, LLC headquartered?
Its main office is in Brentwood, Tennessee. It reports 82 offices in total and 105 employees, 90 of whom perform investment advisory functions.
How does Virtue Capital Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Virtue Capital Management, LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 23, 2026, it reports these amounts held: Charles Schwab ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Virtue Capital Management, LLC a hybrid RIA with a broker-dealer?
Virtue Capital Management, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Virtue Capital Management, LLC a fiduciary?
As an SEC-registered investment adviser, Virtue Capital Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 2 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Virtue Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →