Virtue Capital Management, LLC
● SEC registered since 2014CRD 167816SEC# 801-79938Brentwood, TN
Reg. AUM
$1.31B
Employees
105
Accounts
7,561
Location
Brentwood, TN
Virtue Capital Management, LLC assets under management
Virtue Capital Management, LLC is an SEC-registered investment adviser based in Brentwood, TN. The firm has been registered since 2014. It reports $1.3 billion in regulatory assets under management and employs 105 people.
Virtue Capital Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James David Webb Control | Chief Operating Officer | Under 5% | 2013 |
| Jeremy Matthew Rettich Control | Chief Executive Officer | Under 5% | 2013 |
| Steven Mark Cervantes Control | Chief Compliance Officer | Under 5% | 2021 |
| Virtue Financial Holdings, LLC Control | Sole Member | Over 75% | 2014 |
| Jeremy M. Rettich Revocable Living Trust Agreement Dated 12/02/2011 Control | Owner | 25-50% | 2020 |
| Jeremy Matthew Rettich Control | Grantor And Sole Trustee | — | 2011 |
| Matthew John Rettich Control | Trustee | — | 2014 |
| Michele Pillar Rettich Control | Trustee | — | 2014 |
| The Rettich Family Revocable Living Trust, Matthew and Michele Rettich, Trustees, Dated April 29, 2014 Control | Owner | 25-50% | 2020 |
Frequently asked questions
How much does Virtue Capital Management, LLC manage?
Virtue Capital Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Virtue Capital Management, LLC have?
Virtue Capital Management, LLC reports 105 employees.
Where is Virtue Capital Management, LLC located?
Virtue Capital Management, LLC is based in Brentwood, TN and has been SEC-registered since 2014.
Does Virtue Capital Management, LLC disclose fund performance?
Virtue Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12 Cadillac Dr., Suite 280, Brentwood, TN 37027 |
| Phone | 615-340-0801 |
| Fax | 615-340-0812 |
| Office hours | M-Th 8:00a.m.-5:00p.m. Fri 8:00a.m.-2:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.31B▲ 8%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,306 advisers
EmployeesTop 7%
More than 93% of 16,824 advisers
Assets under management
$1.31Bregulatory AUM
Discretionary $1.31B