Justin
Barwick

Virtue Capital Management, LLC

CRD#5985277
Investment Advisor
in Saint Louis, MO

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About this Advisor

Justin Barwick is a financial advisor operating out of Saint Louis, Missouri, who has 7 years of industry experience. Barwick is on the advisory team at Virtue Capital Management, LLC. Over the course of their career, they have held roles at Redhawk Wealth Advisors, Inc, Anixter, State Farm and Virtue Capital Management, LLC. Barwick has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Illinois and Missouri. Virtue Capital Management, LLC is a registered investment firm that has its headquarters in Brentwood, TN. The investment advisory business has offices in 98 locations and a total of 133 advisors. It administers $941 million in assets under management between its 8,035 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm provides services to eight charities and foundations. Of its 8,035 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. Virtue Capital Management, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Virtue Capital Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10805 Sunset Office Dr Suite 300
Saint Louis, MO 63127

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$941,394,286

MO Average: $730,596,643
Total Number of Employees

133

MO Average: 15
Total Number of Accounts

8,035

MO Average: 968
Average Account Size

$117,162

MO Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Justin Barwick Work History

Justin has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Virtue Capital Management, LLC

2014 - 2016 (2 years)

Redhawk Wealth Advisors, Inc

2014 - 2019 (5 years)

Anixter

2012 - 2014 (2 years)

State Farm

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Justin Barwick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Virtue Capital Management, LLC

Danny Miller
Pompano Beach, FL
Thomas Davis
Brentwood, TN
Timothy Mathieu
Brentwood, TN
Donald Stanley
Brentwood, TN
Kevin Smith
Orlando, FL
Danielle Gollehon
Aberdeen, NC
Roy Thornton
Brentwood, TN
Justin Barwick
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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