Robert
King

Virtue Capital Management, LLC

CRD#1361851
Investment Advisor
in Berea, OH

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About this Advisor

Robert King is a financial advisor based in Berea, Ohio, working with Virtue Capital Management, LLC. Robert has previously held positions at Cornerstone Asset Management Services, Inc, King Insurance & Financial Services, Horter Investment Management, R.E. King Properties, and Virtue Capital Management. Robert has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Robert is part of Virtue Capital Management, LLC, which operates out of Berea, Ohio. 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 63

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

181 W Bagley Rd.
Berea, OH 44017

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$787,466,707

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

110

OH Average: 15
Total Number of Accounts

6,111

OH Average: 968
Average Account Size

$128,861

OH Average: $754,749

Investment Advisory Services

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

Robert King Work History

2020 - Present (5 years)

Virtue Capital Management

2012 - Present (13 years)

King Insurance & Financial Services

2004 - Present (21 years)

R.E. King Properties

2017 - 2020 (3 years)

Horter Investment Management

2016 - 2017 (1 year)

Cornerstone Asset Management Services, Inc

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Disclosures

Please visit the SEC profile of Robert King 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

John Keeley
Roanoke, VA
Brooke Huckert
Brenham, TX
Justin Barwick
Saint Louis, MO
Danny Miller
Pompano Beach, FL
Michael Wurster
Brentwood, TN
Hugh Mcdonald
Brentwood, TN
Brandon Dillard
Brentwood, TN
Ronald Wiitala
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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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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