Advisor at Virtue Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Virtue Capital Management, LLC
Location
Harlingen, TX 78552
Credentials
Series 63, Series 65
Industry experience
21 years
John Little IV is a financial advisor at Virtue Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Horter Investment Management and D.H. Hill Advisors. Outside of his advisory role, he owns and operates fixed insurance sales and management businesses in Texas and Tennessee. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisors for over 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, using quantitative models and an active, model-driven investment approach primarily involving mutual funds and ETFs.
Based on Virtue Capital Management, LLC
Based on Virtue Capital Management, LLC
Fixed fees for financial planning typically range from $1,000 to $15,000
1.00% to 1.95% annually
Commission-based compensation for insurance products and sales by dually registered representatives; override payments for certain fixed indexed annuities
$100 to $300 per hour for financial planning services
Financial planning services may be billed on a subscription basis under separate agreement
Account minimum: $1,000 Fee-only: Fixed fees for financial planning typically range from $1,000 to $15,000; hourly fees generally between $100 and $300
1413 N Stuart Place Rd, Suite B
Harlingen, TX 78552
Tennessee · Texas
Virtue Capital Management, LLC
2019 - Present (7 years)
Horter Investment Management
2016 - 2018 (2 years)
Jumpzone AR, LLC
2008 - 2016 (8 years)
JML Financial, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Harlingen, TX
First Financial Coaching, Inc.
Series 65
Harlingen, TX
First Financial Coaching, Inc.
Series 63, Series 65
Harlingden, TX
First Financial Coaching, Inc.
Series 66
Harlingen, TX
Ameriprise
Series 63
Weslaco, TX
Ameriprise
Series 63, Series 65
Harlingen, TX
LPL Financial
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