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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-15 |
| TN | RA | APPROVED | 2013-11-08 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Covenant Reliance Producers, Llc N.K.A. Virtue Advisors | Brentwood | TN | 01/2001 | Present |
| Cornerstone Retirement Group Llc | Brentwood | TN | 10/1989 | Present |
| Virtue Capital Management Llc | Brentwood | TN | 10/2013 | Present |
| Summit Capital Solutions | Brentwood | TN | 09/2015 | 09/2020 |
| Cool Springs Financial | Franklin | TN | 01/2016 | 04/2024 |
| Matthew Rettick Ministries | Franklin | TN | 01/2014 | 10/2018 |
| Producers Equity Group | Brentwood | TN | 01/2009 | Present |
| Virtue Financial Holding Company, Llc | Brentwood | TN | 01/2014 | Present |
PRODUCERS EQUITY GROUP INC. (PEG) - MR. RETTICH IS A DIRECT OWNER OF APPROXIMATELY 42.4% OF PEG. PEG OWNS 100% OF VIRTUE ADVISORS, LLC. MR. RETTICH HAS VERY LITTLE ACTIVELY DIRECTLY RELATED TO PEG AS IT SERVES A HOLDING COMPANY FOR THE ABOVE MENTIONED ENTITIES. CORNERSTONE RETIREMENT GROUP, LLC (CRG) - MR. RETTICH IS THE OWNER OF CRG, AN INVESTMENT ADVISORY AND FINANCIAL PLANNING FIRM. HE IS ALSO A LICENSED INSURANCE AGENT AND MAY RECOMMEND INSURANCE PRODUCTS OFFERED BY SUCH CARRIERS FOR WHOM HE FUNCTIONS AS AN AGENT AND RECEIVE A COMMISSION FOR DOING SO. PLEASE BE ADVISED THERE IS A POTENTIAL CONFLICT OF INTEREST IN THAT THERE IS AN ECONOMIC INCENTIVE TO RECOMMEND INSURANCE AND OTHER INVESTMENT PRODUCTS OF SUCH CARRIERS. PLEASE ALSO BE ADVISED THAT HE STRIVES TO PUT CLIENTS' INTERESTS FIRST AND FOREMOST, AND CLIENTS MAY UTILIZE ANY INSURANCE CARRIER OR INSURANCE AGENCY THEY DESIRE. Virtue Financial Holding Company, LLC (VFH) - VFH was formed in January 2014 to become the holding company for VCM. Mr. Rettich is a direct owner of approximately 46.5% of VFH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-14 |
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