Aristotle Lyon Mcdonald
Investment adviser representative at Virtue Capital Management, LLC
10 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
10 years in the industry.
- Virtue Capital Management, LLCApr 2024 to now
- Virtue Capital Management, LclJun 2023 to now
- United Advisors AmericaOct 2022 to Jun 2023
- Lyon Properties LLCMar 2021 to Sep 2022
- Valic Financial Advisors, Inc.Jun 2019 to Feb 2021
- Trinity Wealth Securities L.L.CMar 2019 to May 2019
- Florida Financial AdvisorsOct 2018 to May 2019
- Ifs Securities Inc.Oct 2018 to Mar 2019
- The Nowell AgencyNov 2016 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6583068
- Firm CRD
- 167816