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Mehran Rad

Virtue Capital Management, LLC

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About Mehran Rad

Mehran Rad is a registered Investment Advisor Representative with Virtue Capital Management, LLC and has been working in the financial services industry since November 2002. Mehran is also registered with the states of Arizona and Kansas. Mehran has a Series 65 license. Virtue Capital Management, LLC is a financial advisory firm with offices in Brentwood, Tennessee and Surprise, Arizona. The firm's main office is located in Brentwood, Tennessee. The firm provides financial planning, portfolio management for individuals, and educational seminars. They specialize in providing investment advisory services to high-net-worth individuals, corporations, and other businesses. The firm has approximately $787,466,707 in regulatory assets under management. Mehran Rad is licensed to provide investment advice in the states of Arizona and Kansas. In addition to the services provided by the firm, Mehran is also involved in Retirement and Asset Protection.

Firm Information

Mehran Rad 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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Mehran Rad’s Registration & Firm History

TN

06/21/2022 - Present

Virtue Capital Management, LLC (BRENTWOOD TN)

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Licenses & Designations

IA

Issued 03/26/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mehran Rad.
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