Eric
Brumagin

Virtue Capital Management, LLC

CRD#1518822
Investment Advisor
in Brentwood, TN

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About this Advisor

Eric Brumagin is a financial advisor operating in Brentwood, Tennessee with a total of 4 years of relevant experience. Brumagin is on the advisory team at Virtue Capital Management, LLC. Throughout their career, they have worked at First Fidelity North Carolina, LLC, First Fidelity Wealth Advisors, Inc, Investment Marketing, LLC, Horter Investment Management, Jd Mellberg Financial, Secure Investment Management, Specialized Advisors, LLC, Virtue Capital Management, LLC and Investment Marketing, Inc. Brumagin has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Virtue Capital Management, LLC is a registered investment company operating out of Brentwood, TN. The investment advisory business has offices in 98 locations and a total of 133 people on staff. It controls $941 million in total assets among its 8,035 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 8,035 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Virtue Capital Management, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors depend on which services are offered. However, fee types billed by Virtue Capital Management, LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

6 Cadillac Dr. Suite 310
Brentwood, TN 37027

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$941,394,286

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

133

TN Average: 15
Total Number of Accounts

8,035

TN Average: 968
Average Account Size

$117,162

TN Average: $754,749

Investment Advisory Services

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

Eric Brumagin Work History

Eric has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Virtue Capital Management, LLC

2018 - Present (6 years)

Jd Mellberg Financial

1997 - Present (27 years)

Investment Marketing, Inc

2019 - 2019 (< 1 year)

Specialized Advisors, LLC

2018 - 2019 (1 year)

Secure Investment Management

2017 - 2018 (1 year)

Horter Investment Management

2006 - 2018 (12 years)

First Fidelity North Carolina, LLC

2006 - 2018 (12 years)

First Fidelity Wealth Advisors, Inc

1997 - 2018 (21 years)

Investment Marketing, LLC

*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 Eric Brumagin 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

Thomas Davis
Brentwood, TN
Donald Stanley
Brentwood, TN
Kevin Smith
Orlando, FL
Timothy Mathieu
Brentwood, TN
Danny Miller
Pompano Beach, FL
Robert Zeiner
Jacksonville, FL
Mark Scott
Brentwood, TN
Nicole Nguyen
Brentwood, TN

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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