Brooke
Huckert

Virtue Capital Management, LLC

CRD#7122252
Investment Advisor
in Brenham, TX

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About this Advisor

Brooke Huckert is a financial advisor based in Brenham, Texas, working with Virtue Capital Management, LLC. Brooke has previously held positions at Vdr Financial, Lifestyle Asset Management, Inc, and Virtue Capital Management, LLC. Brooke has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Brooke is part of Virtue Capital Management, LLC, which operates out of Brenham, Texas. 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

Brenham, TX

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Virtue Capital Management, LLC Brokerage Details

Total Assets Under Management

$787,466,707

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

110

TX Average: 15
Total Number of Accounts

6,111

TX Average: 968
Average Account Size

$128,861

TX Average: $754,749

Investment Advisory Services

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

Brooke Huckert Work History

2020 - Present (4 years)

Virtue Capital Management, LLC

2014 - Present (10 years)

Vdr Financial

2019 - 2020 (1 year)

Lifestyle Asset Management, Inc

2014 - 2014 (< 1 year)

None

Disclosures

Please visit the SEC profile of Brooke Huckert 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
Danny Miller
Pompano Beach, FL
John Keeley
Roanoke, VA
Ronald Wiitala
Brentwood, TN
Brandon Dillard
Brentwood, TN
Thomas Davis
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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