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CY

Clyde L. Yarbrough

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CRD#: 2570509
CY

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Clyde Lawrence Yarbrough III, who also goes by Clyde Lawrence Yarbrough, Trace Yarbrough III, was a registered financial professional .

Clyde is a previously registered financial professional and started their career in finance in 1995. Clyde had worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Clyde Lawrence Yarbrough | Trace Yarbrough Iii

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.
(1) YARBROUGH FINANCIAL SERVICES, INC, Title: OWNER, Description: ABD LIFE INSURANCE AND ANNUITY SALES, OWNER/LICENSED INSURANCE AGENT, Start Date: 04-01-1994, Address: NEW BERN, NC 28562, Investment-related? YES, Hours per month: 80, During trading hours: 80 (2) THE CASON GROUP, INC.,�, Title: REFERRAL AGENT, Description: . REFERS BUSINESS FOR HEALTH AND MEDICARE SUPPLEMENT INSURANCE, Start Date: 03-01-2021, Address: 1612 MARION ST., COLUMBIA, SC 29201, Investment-related? NO, Hours per month: <15MIN/MONTH, During trading hours: 0

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 31, 2020 - May 10, 2023

VIRTUE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 167816
NEW BERN, NC
Past

May 6, 2019 - May 13, 2019

CREATIVEONE WEALTH, LLC

RIA
CRD#: 281213
NEW BERN, NC
Past

January 18, 2019 - January 23, 2019

CREATIVEONE WEALTH, LLC

RIA
CRD#: 281213
NEW BERN, NC
Past

September 7, 2015 - January 11, 2019

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
NEW BERN, NC
Past

January 17, 2014 - August 26, 2015

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
NEW BERN, NC
Past

March 26, 2007 - July 24, 2007

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
MOREHEAD CITY, NC
Past

January 23, 2006 - April 24, 2007

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
NEW BERN, NC
Past

November 5, 2004 - January 24, 2006

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073
JACKSONVILLE, NC
Past

March 1, 2004 - May 18, 2004

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH
Past

November 4, 2003 - February 20, 2004

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

April 4, 2000 - December 31, 2001

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

March 15, 1999 - March 9, 2000

U.S.-WORLDWIDE FINANCIAL SERVICES, INC.

BD
CRD#: 19612
WACO, TX
Past

May 18, 1998 - October 20, 1998

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH
Past

January 16, 1998 - March 11, 1998

U.S.-WORLDWIDE FINANCIAL SERVICES, INC.

BD
CRD#: 19612
WACO, TX
Past

September 16, 1996 - February 19, 1997

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

March 8, 1995 - March 1, 1996

U.S.-WORLDWIDE FINANCIAL SERVICES, INC.

BD
CRD#: 19612
WACO, TX

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".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
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)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/28/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VC
VIRTUE CAPITAL MANAGEMENT, LLC
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts6,111
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.

Company Information


VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816

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