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Timothy Andrew Mathieu

Virtue Capital Management, LLC

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About Timothy Andrew Mathieu

Timothy Andrew Mathieu is a financial advisor registered with Virtue Capital Management, LLC. Timothy has been in the financial services industry since March 1994. He is licensed to conduct business in Tennessee, and his firm is registered in Tennessee. Timothy has held previous positions at GABELLI & COMPANY, INC.. Timothy is a Series 7 and Series 65 licensed professional. Timothy has been employed by Virtue Capital Management, LLC since September 2019. He has expertise in retirement planning, investment management, and education seminars. Timothy has experience working with both high-net-worth individuals and corporations.

Firm Information

Timothy Mathieu 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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Timothy Mathieu’s Registration & Firm History

TN

09/17/2019 - Present

Virtue Capital Management, LLC (BRENTWOOD TN)

NY

03/03/1994 - 03/05/1997

GABELLI & COMPANY, INC. (RYE NY)

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Licenses & Designations

IA

Issued 04/22/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Andrew Mathieu.
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