The VIRTUE CAPITAL GROUP is a privately held investment adviser that advises $1.31Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. VIRTUE CAPITAL GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 87.13% over the last 5-years.
The Group has been registered with the SEC for 12.11 years and is comprised of 2 filing and 0 relying advisers. They operate out of 66 office locations with their Headquarters at 12 CADILLAC DR. SUITE 280, BRENTWOOD, TENNESSEE. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 108 employees comprised of 93 investment and 15 non-investment staff. The total number of Employees decreased by 23.94% over the last 5-years.
Their $1.31Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 30 other accounts. Assets of Individuals clients own $984.06mn or 75.09% of Total Assets and High Net Worth Individuals own $308.17mn or 23.52% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
VIRTUE CAPITAL GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.