Brian
Bewley

Virtue Capital Management, LLC

CRD#5828542
Investment Advisor
in Raleigh, NC

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About this Advisor

Brian Bewley is a financial advisor based in Raleigh, North Carolina, working with Virtue Capital Management, LLC. Brian has previously held positions at Brian Bewley (Independent Insurance Sales), Generational Wealth Advisors, LLC, Conover Capital Management LLC, Legacy Wealth Management, LLC, Horter Investment Management, Freebridge LLC, Naitech, Virtue Capital Management, LLC, Brian Bewley (Independent IT Consultant), and Retirement Wealth Advisors, Inc. Brian has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Brian is part of Virtue Capital Management, LLC, which operates out of Raleigh, North Carolina. The firm has 98 offices and 110 employees. The firm manages assets totaling $787.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

Raleigh, NC

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$787,466,707

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

110

NC Average: 15
Total Number of Accounts

6,111

NC Average: 968
Average Account Size

$128,861

NC Average: $754,749

Investment Advisory Services

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

Brian Bewley Work History

2020 - Present (4 years)

Virtue Capital Management, LLC

2015 - Present (9 years)

Brian Bewley (Independent It Consultant)

2013 - Present (11 years)

Freebridge LLC

2007 - Present (17 years)

Naitech

2017 - 2020 (3 years)

Retirement Wealth Advisors, Inc

2016 - 2017 (1 year)

Horter Investment Management

2015 - 2016 (1 year)

Legacy Wealth Management, LLC

2013 - 2015 (2 years)

Conover Capital Management LLC

2011 - 2015 (4 years)

Generational Wealth Advisors, LLC

2009 - 2021 (12 years)

Brian Bewley (Independent Insurance Sales)

Disclosures

Please visit the SEC profile of Brian Bewley 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

Brooke Huckert
Brenham, TX
Justin Barwick
Saint Louis, MO
John Keeley
Roanoke, VA
Danny Miller
Pompano Beach, FL
Hugh Mcdonald
Brentwood, TN
Timothy Mathieu
Brentwood, TN
Donald Stanley
Brentwood, TN
Richard Callison
Brentwood, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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