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JB

Justin M. Barwick

VIRTUE CAPITAL MANAGEMENT
Sunset Hills, MO 63127
Some features on this profile are disabled
CRD#: 5985277
JB

Professional summary


Justin Matthew Barwick, who also goes by Justin Barwick, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Sunset Hills, Missouri.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Justin has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Justin Barwick

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) BARWICK CONSULTING SERVICES, Title: ADVISOR, Description: LIFE AND HEALTH INSURANCE, Start Date: 05/30/2012, Address: 10805 SUNSET OFFICE DR SUITE 300 ST. LOUIS MO 63127, Investment-related? YES, Hours per month: 0, During trading hours: 0

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Justin Matthew Barwick'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

November 10, 2016 - Present

VIRTUE CAPITAL MANAGEMENT, LLC

Office #1: 10805 Sunset Office Dr Suite 100, Sunset Hills, MO 63127
RIA
CRD#: 167816
Sunset Hills, MO
Past

September 30, 2014 - November 11, 2016

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
ST LOUIS, MO

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
Illinois
(11/10/2016)
IAR
Missouri
(11/10/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/19/2014
Uniform Investment Adviser Law Examination

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#: 167816Sunset Hills, MO 63127

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