Virtue Capital Management, LLC

Investment Advisor
in New Bern, NC

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About this Advisor

Clyde Yarbrough is a financial advisor working in New Bern, North Carolina, with a total of 26 years in the industry. Yarbrough is an employee of Virtue Capital Management, LLC. Yarbrough has gained experience at Redhawk Wealth Advisors, Inc, Secure Investment Management, LLC, Virtue Capital Management, LLC, Yarbrough Financial Services, Inc and Change Path, LLC. Yarbrough maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in North Carolina. Virtue Capital Management, LLC is a registered investment company that has its headquarters in New Bern, North Carolina. The company has offices in 119 locations and a total of 135 financial advisors. It has $529 million in assets under management between its 5,749 client accounts, making it one of the larger firms in the country by assets under management. Of its 5,749 accounts, just 2% are held by high-net-worth clients who have more than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules largely depend on which service is provided. Fee types charged by Virtue Capital Management, LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

2002 S. Glenburnie Road Suite 3-A
New Bern, NC 28562

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management


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


NC Average: 15
Total Number of Accounts


NC Average: 968
Average Account Size


NC Average: $754,749

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Clyde Yarbrough Work History

Clyde has 26 years of experience.

2020 - Present (1 year)

Virtue Capital Management, LLC

1994 - Present (27 years)

Yarbrough Financial Services, Inc

2019 - 2019 (< 1 year)

Change Path, LLC

2015 - 2019 (4 years)

Secure Investment Management, LLC

2014 - 2015 (1 year)

Redhawk Wealth Advisors, Inc


Clyde Yarbrough has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Virtue Capital Management, LLC

Diane Brewer
Brentwood, TN
Thomas Davis
Brentwood, TN
William Tennyson
Nashville, TN
Mark Scott
Brentwood, TN
E Holder
Brentwood, TN
Michael Wurster
Bartlett, IL
George Kuruvilla
Brentwood, TN
Joseph Prestia
Knoxville, TN

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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