MR
Matthew J. Rettich
VIRTUE CAPITAL MANAGEMENT
Brentwood, TN 37027
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CRD#: 2998288
MR
Professional summary
Matthew John Rettich, who also goes by Matt Rettich, Matthew Rettick, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Brentwood, Tennessee.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Rettich | Matthew Rettick
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.
PRODUCERS EQUITY GROUP INC. (PEG) - MR. RETTICH IS A DIRECT OWNER OF APPROXIMATELY 42.4% OF PEG. PEG OWNS 100% OF VIRTUE ADVISORS, LLC. MR. RETTICH HAS VERY LITTLE ACTIVELY DIRECTLY RELATED TO PEG AS IT SERVES A HOLDING COMPANY FOR THE ABOVE MENTIONED ENTITIES. CORNERSTONE RETIREMENT GROUP, LLC (CRG) - MR. RETTICH IS THE OWNER OF CRG, AN INVESTMENT ADVISORY AND FINANCIAL PLANNING FIRM. HE IS ALSO A LICENSED INSURANCE AGENT AND MAY RECOMMEND INSURANCE PRODUCTS OFFERED BY SUCH CARRIERS FOR WHOM HE FUNCTIONS AS AN AGENT AND RECEIVE A COMMISSION FOR DOING SO. PLEASE BE ADVISED THERE IS A POTENTIAL CONFLICT OF INTEREST IN THAT THERE IS AN ECONOMIC INCENTIVE TO RECOMMEND INSURANCE AND OTHER INVESTMENT PRODUCTS OF SUCH CARRIERS. PLEASE ALSO BE ADVISED THAT HE STRIVES TO PUT CLIENTS' INTERESTS FIRST AND FOREMOST, AND CLIENTS MAY UTILIZE ANY INSURANCE CARRIER OR INSURANCE AGENCY THEY DESIRE. Virtue Financial Holding Company, LLC (VFH) - VFH was formed in January 2014 to become the holding company for VCM. Mr. Rettich is a direct owner of approximately 46.5% of VFH.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew John Rettich's 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®
NoneExperience
Current
October 23, 2013 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 6 Cadillac Dr. Suite 310, Brentwood, TN 37027RIA
CRD#: 167816
Brentwood, TN
Past
January 10, 2017 - September 16, 2020
SUMMIT CAPITAL SOLUTIONS LLC
RIA
CRD#: 281478
BRENTWOOD, TN
Past
November 3, 2015 - December 31, 2016
SUMMIT CAPITAL SOLUTIONS LLC
RIA
CRD#: 281478
NASHVILLE, TN
Past
January 23, 2007 - November 4, 2013
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
NASHVILLE, TN
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.
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(11/8/2013)
IAR
Texas(2/15/2022)
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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