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Jeffrey Alan Heybrock

Virtue Capital Management, LLC

Brentwood, TN

High Point, NC

CRD 6251275

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Employer firm

Virtue Capital Management, LLC CRD 167816

$1.31B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Virtue Capital Management, Llc

12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-16
  • NC RA
    APPROVED
    Since 2026-01-16

Branch Locations

12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States

1222 Eastchester Dr Suite 100, High Point, NC 27265 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Fund Management Llc 12/1969 NY 09/2013 04/2019
Coppell Advisory Solutions Llc Dallas TX 04/2019 12/2025
Virtue Capital Management, Llc Brentwood TN 12/2025 Present
Previous Registrations
Other Businesses

HEYBROCK FINANCIAL GROUP INC PRESIDENT DBA FOR ADVISORY BUSINESS SINCE 11/2006 JEFFREY ALAN HEYBROCK IS A LICENSED INSURANCE AGENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-06
  • S65 Uniform Investment Adviser Law Examination
    2013-09-06
Other Names
  • Jeffrey Heybrock

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL ADVISORS, LLC
TRANQUILITY PARTNERS, LLC

Nearby Investors

BARRY KIRK MCCALL
BENJAMIN THOMAS BASS
STERLING AUSTIN COLEY

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN

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