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VIRTUE CAPITAL MANAGEMENT, LLC
CRD 167816File 801-79938
APPROVED
Retail clients
Custody
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.31B
Above cohort median (national)
Discretionary AUM
$1.31B
Clients
5,770
7,561 accounts
Employees
105
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 25, 2014
- Principal office
- 12 CADILLAC DR., SUITE 280, BRENTWOOD, TN, 37027
- Phone
- 615-340-0801
- Website
- http://www.virtuecm.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.31B
- Discretionary AUM
- $1.31B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7,561
- Non-discretionary accounts
- 0
- Total accounts
- 7,561
- AUM per client
- $227K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $14.3M |
| Charitable organizations | 7 | $4.0M |
| High net worth individuals | 83 | $308.2M |
| Individuals (other than high net worth individuals) | 5,657 | $984.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 108 | 105 | decreased by3 |
| Apr 1, 2026 | Clients | 4,294 | 5,770 | increased by1,476 |
| Apr 1, 2026 | AUM | $1,208,391,728 | $1,310,521,132 | increased by$102,129,404 |
| Apr 1, 2026 | Accounts | 7,455 | 7,561 | increased by106 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 130 | 108 | decreased by22 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,419 | 4,294 | decreased by1,125 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,071,516,782 | $1,208,391,728 | increased by$136,874,946 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,987 | 7,455 | decreased by532 |
| Apr 1, 2022 | Employees | 139 | 130 | decreased by9 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 4,475 | 5,419 | increased by944 |
| Apr 1, 2022 | AUM | $700,319,737 | $1,071,516,782 | increased by$371,197,045 |
| Apr 1, 2022 | Accounts | 6,634 | 7,987 | increased by1,353 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VIRTUE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VIRTUE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.