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Brian Jay Bewley

Virtue Capital Management, LLC

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About Brian Jay Bewley

Brian Bewley is an Investment Advisor Representative with Virtue Capital Management, LLC in Raleigh, NC. Brian is an experienced investment advisor with over 10 years of experience in the financial services industry. Brian has a background in technology and consulting, which gives a unique perspective on the financial markets. Brian holds a Series 65 license and is registered with the state of North Carolina. Brian is also an independent insurance agent and a mortgage loan originator. Virtue Capital Management, LLC provides financial planning, portfolio management, and educational seminars to individual and corporate clients.

Firm Information

Brian Bewley 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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Brian Bewley’s Registration & Firm History

NC

09/30/2020 - Present

Virtue Capital Management, LLC (Raleigh NC)

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Licenses & Designations

IA

Issued 06/22/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Jay Bewley.
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