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Christopher John Gelfuso

Virtue Capital Management, LLC

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About Christopher John Gelfuso

Christopher Gelfuso is an Investment Advisor Representative at Virtue Capital Management, LLC. Christopher has been in the financial services industry since 2016 and is currently licensed to operate as an Investment Advisor Representative in California. Christopher provides financial planning, educational seminars, and portfolio management services to individuals and corporations. Christopher is also the Chief Executive Officer of Uplevel Business Services and a Managing Member of Aces Trailer Rental, LLC.

Firm Information

Christopher Gelfuso 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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Christopher Gelfuso’s Registration & Firm History

TN

10/16/2024 - Present

Virtue Capital Management, LLC (BRENTWOOD TN)

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Licenses & Designations

IA

Issued 03/09/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher John Gelfuso.
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