Timothy J. Beeman

VIRTUE CAPITAL MANAGEMENT

MOUNT JULIET, TN

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CRD#: 1424985

Professional summary

Timothy Jay Beeman, who also goes by Tim Beeman, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Mount Juliet, Tennessee.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Timothy has worked at 16 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Beeman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Jay Beeman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 4, 2023 - Present

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

MOUNT JULIET, TN

Past

August 1, 2022 - December 1, 2023

REDWOOD PRIVATE WEALTH

RIA

CRD#: 312942

MOUNT JULIET, TN

Past

September 11, 2017 - August 1, 2022

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

Mt Juliet, TN

Past

May 29, 2012 - December 26, 2013

LONGEVITY CAPITAL LLC

CRD#: 153053

HUDSON, OH

Past

March 9, 2009 - June 7, 2010

INSTITUTIONAL CAPITAL MANAGEMENT, INC.

CRD#: 41055

BRENTWOOD, TN

Past

May 9, 2007 - October 30, 2008

SCF SECURITIES, INC.

RIA

CRD#: 47275

FRESNO, CA

Past

May 2, 2007 - October 30, 2008

SCF SECURITIES, INC.

CRD#: 47275

SAN DIEGO, CA

Past

December 4, 2006 - May 10, 2007

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

MISSION VIEJO, CA

Past

November 30, 1999 - December 4, 2006

STUART SECURITIES CORP.

CRD#: 47076

NORCROSS, GA

Past

July 12, 1994 - January 21, 2000

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

March 31, 1994 - July 8, 1994

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

November 15, 1993 - March 22, 1994

PROGRAMMED EQUITIES CORPORATION

CRD#: 21778

Past

March 9, 1993 - November 23, 1993

BA INVESTMENT SERVICES, INC.

CRD#: 12965

OAKLAND, CA

Past

November 29, 1991 - March 12, 1993

PROGRAMMED EQUITIES CORPORATION

CRD#: 21778

Past

June 18, 1989 - December 31, 1990

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

January 21, 1987 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

Past

May 28, 1986 - January 29, 1987

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

October 23, 1985 - February 20, 1987

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816 / SEC#: 801-79938

RIA

Registered Investment Advisory firm - (6/25/2014 Approved)

Arizona

Registered Investment Advisory firm - (7/1/2014 Terminated)

California

Registered Investment Advisory firm - (7/31/2014 Terminated)

Florida

Registered Investment Advisory firm - (7/1/2014 Terminated)

Georgia

Registered Investment Advisory firm - (7/1/2014 Terminated)

Kentucky

Registered Investment Advisory firm - (7/2/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (7/11/2014 Terminated)

Ohio

Registered Investment Advisory firm - (7/1/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/1/2014 Terminated)

Tennessee

Registered Investment Advisory firm - (7/31/2014 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(12/4/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/7/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/2/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/19/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/13/1994

General Securities Principal Examination

Current Firm

VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816 / SEC#: 801-79938

RIA

Registered Investment Advisory firm - (6/25/2014 Approved)

Arizona

Registered Investment Advisory firm - (7/1/2014 Terminated)

California

Registered Investment Advisory firm - (7/31/2014 Terminated)

Florida

Registered Investment Advisory firm - (7/1/2014 Terminated)

Georgia

Registered Investment Advisory firm - (7/1/2014 Terminated)

Kentucky

Registered Investment Advisory firm - (7/2/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (7/11/2014 Terminated)

Ohio

Registered Investment Advisory firm - (7/1/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/1/2014 Terminated)

Tennessee

Registered Investment Advisory firm - (7/31/2014 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2014 Terminated)

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Contact information

Main Address

6 Cadillac Dr. Suite 310, Brentwood, TN 37027

Mailing Address

Phone number

(615) 340-0801

Established

Firm type

Fiscal year end

# of Employees

110

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VCM ADV PART 2A (3/28/2024)

Regulatory assets under management

Total Number of Accounts	6,111
AUM (Assets Under Management)	$ 787,466,707

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Timothy J. Beeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Jay Beeman's CRS (Customer Relationship Summary).

Certified licenses

Experience

REDWOOD PRIVATE WEALTH

FIRST ADVISORS NATIONAL, LLC

LONGEVITY CAPITAL LLC

INSTITUTIONAL CAPITAL MANAGEMENT, INC.

SCF SECURITIES, INC.

SCF SECURITIES, INC.

MM ASCEND LIFE INVESTOR SERVICES, LLC

STUART SECURITIES CORP.

SENTRA SECURITIES CORPORATION

TRANSAMERICA FINANCIAL ADVISORS, LLC

PROGRAMMED EQUITIES CORPORATION

BA INVESTMENT SERVICES, INC.

PROGRAMMED EQUITIES CORPORATION

SUNAMERICA SECURITIES, INC.

SOUTHMARK FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

VIRTUE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2017

Series 63

Date: 6/2/2004

Series 7

Date: 10/19/1985

Series 24

Date: 9/13/1994

Current Firm

VIRTUE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIRTUE CAPITAL MANAGEMENT, LLC

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