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
Lakewood Ranch, FL
Credentials
Series 65
Industry experience
13 years
Richard Oberuc is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at First National Corporation for 13 years. He is also the CEO of Burlington Hall Asset Management, Inc., where he develops software products for asset allocation models. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers. The firm serves over 4,000 clients, offering discretionary portfolio management, financial planning, third-party manager selection, ERISA and qualified plan consulting, and a financial education course for pre-retirees. Its investment approach employs strategic, tactical, and dynamic strategies primarily through mutual funds and ETFs, supported by quantitative optimization and proprietary models.
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
Lakewood Ranch, FL
Florida
Virtue Capital Management, LLC
2026 - Present (1 year)
First National Corporation
2012 - 2025 (13 years)
Burlington Hall Asset Management, Inc.
1988 - Present (38 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.
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