Aristotle
Mcdonald

Virtue Capital Management, LLC

CRD#6583068
Investment Advisor
in Brentwood, TN

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About this Advisor

Aristotle Mcdonald is a financial advisor based in Brentwood, Tennessee, working with Virtue Capital Management, LLC. Aristotle has previously held positions at Nationwide, Dc S Sports Bar, Student, Nationwide Investment Services Corporation, Nationwide Securities LLC, Nationwdie Insurance, The Nowell Agency, Florida Financial Advisors, Ifs Securities Inc, Trinity Wealth Securities L.L.C, Valic Financial Advisors, Inc, Lyon Properties LLC, United Advisors America, and Virtue Capital Management, Lcl. Aristotle has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Tennessee. Currently, Aristotle is part of Virtue Capital Management, LLC, which operates out of Brentwood, Tennessee. 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, 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

6 Cadillac Dr. Suite 310
Brentwood, TN 37027

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$787,466,707

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

110

TN Average: 15
Total Number of Accounts

6,111

TN Average: 968
Average Account Size

$128,861

TN Average: $754,749

Investment Advisory Services

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

Aristotle Mcdonald Work History

2023 - Present (2 years)

Virtue Capital Management, Lcl

2022 - 2023 (1 year)

United Advisors America

2021 - 2022 (1 year)

Lyon Properties LLC

2019 - 2019 (< 1 year)

Trinity Wealth Securities L.L.C

2019 - 2021 (2 years)

Valic Financial Advisors, Inc

2018 - 2019 (1 year)

Florida Financial Advisors

2018 - 2019 (1 year)

Ifs Securities Inc

2016 - 2016 (< 1 year)

Nationwide Securities LLC

2016 - 2016 (< 1 year)

Nationwdie Insurance

2016 - 2018 (2 years)

The Nowell Agency

2015 - 2015 (< 1 year)

Nationwide

2015 - 2016 (1 year)

Nationwide Investment Services Corporation

2013 - 2015 (2 years)

Dc S Sports Bar

2013 - 2014 (1 year)

Student

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Disclosures

Please visit the SEC profile of Aristotle Mcdonald 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

Justin Barwick
Saint Louis, MO
Brooke Huckert
Brenham, TX
John Keeley
Roanoke, VA
Danny Miller
Pompano Beach, FL
Michael Wurster
Brentwood, TN
Timothy Mathieu
Brentwood, TN
Thomas Davis
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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