Erik
Luckstead

Virtue Capital Management, LLC

CRD#6007515
Investment Advisor
in Fort Worth, TX

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About this Advisor

Erik Luckstead is a financial advisor based in Fort Worth, Texas, working with Virtue Capital Management, LLC. Erik has previously held positions at Wealth Lock Financial Services, Inc, The Stelworth Group, Independent (Benefit Options Strategic Solutions), Wealth-Lock, Inc, Wealth Lock Insurance Services LLC, Virtue Capital Management, LLC, and Wealthstead LLC. Erik has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Erik is part of Virtue Capital Management, LLC, which operates out of Fort Worth, 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

1227 W. Magnolia Ave Suite 250
Fort Worth, TX 76104

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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

Erik Luckstead Work History

2019 - Present (5 years)

Virtue Capital Management, LLC

2018 - Present (6 years)

Wealth Lock Insurance Services LLC

2012 - Present (12 years)

Wealthstead LLC

2011 - Present (13 years)

Wealth-Lock, Inc

2009 - Present (15 years)

Independent (Benefit Options Strategic Solutions)

2001 - Present (23 years)

The Stelworth Group

2011 - 2019 (8 years)

Wealth Lock Financial Services, Inc

Disclosures

Please visit the SEC profile of Erik Luckstead 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
John Keeley
Roanoke, VA
Justin Barwick
Saint Louis, MO
Danny Miller
Pompano Beach, FL
Donald Stanley
Brentwood, TN
Richard Callison
Brentwood, TN
Ian Maxwell
Brentwood, TN
Timothy Mathieu
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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