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Brooke Ashley Huckert

Investment adviser representative at Virtue Capital Management, LLC
12 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

12 years in the industry.

  1. Virtue Capital Management, LLCApr 2020 to now
  2. Vdr FinancialOct 2014 to now
  3. Lifestyle Asset Management, Inc.May 2019 to Jun 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

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
7122252
Firm CRD
167816
Advisor's SEC record (opens in a new tab)
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