Virtue Capital Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 167816
· SEC file 801-79938
· Brentwood, TN
· twitter.com
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 5,770
- Avg AUM / client
- $227K
- Accounts
- 7,561
- Employees
- 105
AUM over time
$6.3M
$1.3B
Jun 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5,657 | $984M | 75.1% |
| High net worth individuals | 83 | $308M | 23.5% |
| Charitable organizations | 7 | $4.0M | 0.3% |
| Corporations and other businesses | 23 | $14.3M | 1.09% |
People (92)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeremy Matthew Rettich | Chief Executive Officer | Dec 2011 (15y) | Less than 5% | |
| James David Webb | Chief Operating Officer | Chartered Financial Consultant | Aug 2013 (13y) | Less than 5% |
| Matthew John Rettich | Trustee | Nov 2013 (13y) | GP / trustee / elected manager of The Rettich Family Revocable Living Trust, Matthew And Michele Rettich, Trustees, Dated April 29, 2014 (indirect) | |
| Rettich, Michele, Pillar | Trustee | Apr 2014 (12y) | GP / trustee / elected manager of The Rettich Family Revocable Living Trust, Matthew And Michele Rettich, Trustees, Dated April 29, 2014 (indirect) | |
| Steven Mark Cervantes | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| E Shane Holder | Registered representative | Aug 2014 (12y) | ||
| Chris Sumner | Registered representative | Aug 2014 (12y) | ||
| Michael Rennie Morera | Registered representative | Aug 2015 (11y) | ||
| Brandon Scott Dillard | Registered representative | Dec 2015 (11y) | ||
| Terry Lane Coleman | Registered representative | Chartered Financial Consultant | May 2016 (10y) | |
| Hugh Augustin Mcdonald | Registered representative | Jun 2016 (10y) | ||
| Justin Matthew Barwick | Registered representative | Nov 2016 (10y) | ||
| Roy Lee Thrower, Jr. | Registered representative | Feb 2017 (9y) | ||
| Jeremiah Enoch Threlkeld | Registered representative | Jun 2017 (9y) | ||
| Justin Kevin Thompson | Registered representative | Sep 2017 (9y) | ||
| Brent A Peterson | Registered representative | Oct 2017 (9y) | ||
| James Jiang Hua Chu | Registered representative | Jan 2018 (9y) | ||
| Terry Alan White | Registered representative | Apr 2018 (8y) | ||
| Jeffrey Jay Gollehon | Registered representative | Chartered Financial Consultant | May 2018 (8y) | |
| Jay Howard Millard | Registered representative | Aug 2018 (8y) | ||
| Tammy Lee Byrd | Registered representative | Aug 2018 (8y) | ||
| Ronald Carl Wiitala | Registered representative | Sep 2018 (8y) | ||
| Anil B Vazirani | Registered representative | Sep 2018 (8y) | ||
| Christopher Tatum Stovall | Registered representative | Sep 2018 (8y) | ||
| Thomas Lloyd Kunkel | Registered representative | Oct 2018 (8y) | ||
| John M Little | Registered representative | Jan 2019 (8y) | ||
| Nick Dell'aquila | Registered representative | Jan 2019 (8y) | ||
| William A Howard | Registered representative | CFP | Jan 2019 (8y) | |
| Christopher Brandon Clay | Registered representative | Mar 2019 (7y) | ||
| Steven Nicholas Sabo | Registered representative | Apr 2019 (7y) | ||
| Lloyd Carl Kull | Registered representative | Chartered Financial Consultant | Apr 2019 (7y) | |
| Catherine C Mendoza | Registered representative | May 2019 (7y) | ||
| Tim Lee Johnson | Registered representative | Chartered Financial Consultant | May 2019 (7y) | |
| Mark Curtis Scott | Registered representative | CFP | May 2019 (7y) | |
| Roger James Evanish | Registered representative | May 2019 (7y) | ||
| Kellen Blaise Beard | Registered representative | Jun 2019 (7y) | ||
| William Daniel Brooks | Registered representative | Jun 2019 (7y) | ||
| Richard C Thompson | Registered representative | Jun 2019 (7y) | ||
| Thomas Mclellan Davis | Registered representative | Jul 2019 (7y) | ||
| Russell Lee Luna | Registered representative | Chartered Financial Consultant | Jul 2019 (7y) | |
| Eric Dean Brumagin | Registered representative | Aug 2019 (7y) | ||
| Larry Richard Jones | Registered representative | Chartered Financial Consultant | Aug 2019 (7y) | |
| Blair Israel Aaronson | Registered representative | Aug 2019 (7y) | ||
| Timothy Warren Peterson | Registered representative | Aug 2019 (7y) | ||
| Andrew Phillip Blakley | Registered representative | Sep 2019 (7y) | ||
| Timothy Andrew Mathieu | Registered representative | Sep 2019 (7y) | ||
| Erik Louis Luckstead | Registered representative | Sep 2019 (7y) | ||
| Robert Allen Zeiner | Registered representative | Chartered Financial Consultant | Oct 2019 (7y) | |
| Mark David Kinney | Registered representative | CFP | Dec 2019 (7y) | |
| Adam Joseph Thielen | Registered representative | Chartered Financial Consultant | Mar 2020 (6y) | |
| Nicole Nguyen | Registered representative | Mar 2020 (6y) | ||
| Brooke Ashley Huckert | Registered representative | Apr 2020 (6y) | ||
| Hugh Don Stallworth | Registered representative | Apr 2020 (6y) | ||
| Shannon Craton Stallworth | Registered representative | Apr 2020 (6y) | ||
| Matthew Datis O'neal Kennedy | Registered representative | Apr 2020 (6y) | ||
| George Kuruvilla | Registered representative | Chartered Financial Consultant | Jun 2020 (6y) | |
| John Michael Keeley | Registered representative | Aug 2020 (6y) | ||
| Robert Edward King | Registered representative | Oct 2020 (6y) | ||
| Gerald Joseph Robillard | Registered representative | Dec 2020 (6y) | ||
| Erik Eriberto Johnson | Registered representative | Jan 2021 (6y) | ||
| Stephen Paul Becker | Registered representative | Dec 2021 (5y) | ||
| Michael Turner | Registered representative | Dec 2021 (5y) | ||
| Stephen Allen Vranek | Registered representative | Jan 2022 (5y) | ||
| Aaron Daniel Hall | Registered representative | Mar 2022 (4y) | ||
| Danielle Ann Gollehon | Registered representative | Jul 2022 (4y) | ||
| Fredric William Miller | Registered representative | Oct 2022 (4y) | ||
| George H Clougher | Registered representative | Dec 2022 (4y) | ||
| Henry Lee Parrott | Registered representative | Chartered Financial Consultant | Feb 2023 (3y) | |
| Caine S Crawford | Registered representative | Apr 2023 (3y) | ||
| Jess Wayne Hinton | Registered representative | Aug 2023 (3y) | ||
| Timothy Jay Beeman | Registered representative | Dec 2023 (3y) | ||
| Aristotle Lyon Mc Donald | Registered representative | Apr 2024 (2y) | ||
| Alyssa Srey | Registered representative | May 2024 (2y) | ||
| Dean Edward Statler | Registered representative | Aug 2024 (2y) | ||
| Christopher John Gelfuso | Registered representative | Oct 2024 (2y) | ||
| Laura Helen Stover | Registered representative | Dec 2024 (2y) | ||
| Victoria Renee Taylor | Registered representative | Jan 2025 (2y) | ||
| Michael Thomas Prendergast | Registered representative | Jan 2025 (2y) | ||
| Priscila Cosentino Ferngren | Registered representative | Mar 2025 (1y) | ||
| Nancy Lee Bartolameolli | Registered representative | Jul 2025 (1y) | ||
| Richard Nevins | Registered representative | Chartered Financial Consultant | Dec 2025 (1y) | |
| Jeffrey Alan Heybrock | Registered representative | Jan 2026 (1y) | ||
| James Paul Ball | Registered representative | CFP Chartered Financial Consultant | Feb 2026 (0y) | |
| Richard Scott Callison | Registered representative | Mar 2026 (0y) | ||
| Tyler Jefferson Brown | Registered representative | Mar 2026 (0y) | ||
| Kristina Ponomareva | Registered representative | Apr 2026 (0y) | ||
| Eryk Simon Lewandowski | Registered representative | Apr 2026 (0y) | ||
| Enrico A Tolson | Registered representative | Apr 2026 (0y) | ||
| Alessio M Mennonna | Registered representative | May 2026 (0y) | ||
| David Ming Yen Yeh | Registered representative | Jun 2026 (0y) | ||
| Glenn W. Mosseller | Registered representative | Jul 2026 (0y) | ||
| Michael Waldorf Puck | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Virtue Financial Holdings, Llc | Sole Member | Jan 2014 | A | 75% or more |
| Jeremy M. Rettich Revocable Living Trust Agreement Dated 12/02/2011 | Owner | Jul 2020 | B | ≈ 18.75% – 50% via Virtue Financial Holdings, Llc |
| The Rettich Family Revocable Living Trust, Matthew And Michele Rettich, Trustees, Dated April 29, 2014 | Owner | Jul 2020 | B | ≈ 18.75% – 50% via Virtue Financial Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeremy M. Rettich Revocable Living Trust Agreement Dated 12/02/2011: 25% – 50% of Virtue Financial Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- The Rettich Family Revocable Living Trust, Matthew And Michele Rettich, Trustees, Dated April 29, 2014: 25% – 50% of Virtue Financial Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗