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Thomas Mclellan Davis

Virtue Capital Management, LLC

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About Thomas Mclellan Davis

Thomas Mclellan Davis IV is a financial advisor with Virtue Capital Management, LLC. Thomas has been working in the financial industry since 2005 and has experience with several firms. Thomas specializes in financial planning and portfolio management. Thomas provides financial advice to individual investors, high net worth individuals, corporations, and other businesses. Thomas is registered with the state of Alabama and has a Series 7 and Series 66 license.

Firm Information

Thomas Davis 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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Thomas Davis’s Registration & Firm History

TN

07/29/2019 - Present

Virtue Capital Management, LLC (BRENTWOOD TN)

NE

04/23/2013 - 09/18/2013

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

AL

09/23/2011 - 01/11/2013

METLIFE SECURITIES INC. (BIRMINGHAM AL)

AL

07/07/2008 - 11/04/2009

AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

AL

02/02/2007 - 07/15/2008

SIGNATOR INVESTORS, INC. (BIRMINGHAM AL)

AL

04/25/2006 - 12/01/2006

AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

MN

01/31/2005 - 02/09/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

01/31/2005 - 02/09/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/27/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Mclellan Davis.
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