← Tributary

VIRTUE CAPITAL MANAGEMENT, LLC

BRENTWOOD, TN · CRD 167816 · IAPD ↗ · 615-340-0801

$1.31BRegulatory AUM
90Advisory reps
105Employees
5Clients
11-25Planning clients
0Private funds
43States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — VIRTUE CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($787.5M -> $1.21B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — VIRTUE CAPITAL MANAGEMENT, LLC shrank from 107 to 94 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2024 — VIRTUE CAPITAL MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.