CRD: 167816
Virtue Capital Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-23-2013
- Office Locations
- 78
Office Locations
About Virtue Capital Management, LLC
Virtue Capital Management, LLC is an SEC-registered RIA serving retail and institutional clients, with a planning-led practice for retirees and families. The firm provides financial and estate planning, insurance guidance, and portfolio construction/asset allocation using mutual funds, ETFs, and fixed income. Supports client account access via Schwab custody and Orion, and operates across a multi-office footprint.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
STEVEN MARK CERVANTES
Chief Compliance Officer
- CRD
- #3150234
- Ownership
- Less than 5%
JEREMY MATTHEW RETTICH
Chief Executive Officer
- CRD
- #5080812
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
BLAIR ISRAEL AARONSON
Financial Advisor
- CRD
- #1343922
JAMES PAUL BALL
Owner
- CRD
- #2844925
Showing 2 of 91 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,310,521,132 | $173,326 |
| Non-Discretionary | $0 | -- |
| Total | $1,310,521,132 | $173,326 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing