NB
Nancy L. Bartolameolli
VIRTUE CAPITAL MANAGEMENT
Clinton Township, MI 48036
Some features on this profile are disabled
CRD#: 4924149
NB
Professional summary
Nancy Lee Bartolameolli, who also goes by Nancy Adkins, Nancy Ball, Nancy Bartolameolli, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Clinton Township, Michigan.
Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Nancy has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nancy Adkins | Nancy Ball | Nancy Bartolameolli
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.
WOODCREST Financial Group; INVESTMENT RELATED; same address as listed on U4; INSURANCE SALES DBA for Investment Advisory; OWNER; STARTED 07/2007; 100 HOURS/MONTH DEVOTED; 100 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES AND INVESTMENT ADVISORY.
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Lee Bartolameolli'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
July 1, 2025 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 22600 Hall Rd Suite 100, Clinton Township, MI 48036RIA
CRD#: 167816
Clinton Township, MI
Past
December 21, 2017 - June 26, 2025
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
Clinton Township, MI
Past
March 30, 2017 - December 13, 2017
MOTIV8 INVESTMENTS LLC
RIA
CRD#: 285560
Troy, MI
Past
October 8, 2010 - December 31, 2017
WOODCREST INVESTMENTS, LLC
RIA
CRD#: 150986
TROY, MI
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
Michigan(7/1/2025)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
