Erik Louis Luckstead
Investment adviser representative at Virtue Capital Management, LLC
25 yearsExperience
1 stateRegistered in
$1.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Virtue Capital Management, LLCSep 2019 to now
- Wealth Lock Insurance Services LLCApr 2018 to now
- Wealthstead LLCNov 2012 to now
- Wealth-lock, IncAug 2011 to now
- Independent (benefit Options Strategic Solutions)Feb 2009 to now
- The Stelworth GroupJan 2001 to now
- Wealth Lock Financial Services, IncDec 2011 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Virtue Capital Management, LLC
$1.3BAssets managed
5,770Clients
86Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6007515
- Firm CRD
- 167816