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Aristotle Lyon McDonald

Virtue Capital Management, LLC

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About Aristotle Lyon McDonald

Aristotle McDonald is an Investment Advisor Representative with Virtue Capital Management, LLC. Aristotle has been in the industry for over 8 years and is licensed in Tennessee. Aristotle previously worked with VALIC FINANCIAL ADVISORS, INC., TRINITY WEALTH SECURITIES, L.L.C., IFS SECURITIES, NATIONWIDE SECURITIES, LLC, and NATIONWIDE INVESTMENT SERVICES CORPORATION. Aristotle offers financial planning and portfolio management services for individuals and businesses.

Firm Information

Aristotle McDonald is currently registered with Virtue Capital Management, LLC. Virtue Capital Management, LLC is a Registered Investment Adviser with the SEC based in Brentwood, TN. They provide a range of advisory services including financial planning, educational seminars, and portfolio management for individuals and corporations. The firm manages over $787 million in assets for 6111 clients, primarily individuals other than high-net-worth individuals. They do not participate in any wrap fee programs.
Virtue Capital Management, LLC

6 CADILLAC DR.

BRENTWOOD, TN 37027

$787.47M

Assets Under Management

7

Total Clients

86

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aristotle McDonald’s Registration & Firm History

TN

04/17/2024 - Present

Virtue Capital Management, LLC (BRENTWOOD TN)

TN

06/17/2019 - 03/12/2021

VALIC FINANCIAL ADVISORS, INC. (BRENTWOOD TN)

FL

03/18/2019 - 05/14/2019

TRINITY WEALTH SECURITIES, L.L.C. (tampa FL)

FL

01/10/2019 - 03/07/2019

IFS SECURITIES (Tampa FL)

OH

04/21/2016 - 11/15/2016

NATIONWIDE SECURITIES, LLC (COLUMBUS OH)

OH

12/09/2015 - 04/25/2016

NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)

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Licenses & Designations

BC

Issued 06/20/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/19/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aristotle Lyon McDonald.
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