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VERDE CAPITAL MANAGEMENT, INC.
CRD 147179File 801-69167
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$845.8M
Above cohort median (national)
Discretionary AUM
$811.0M
Non-discretionary $34.8M
Clients
824
4,539 accounts
Employees
19
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 21, 2008
- Principal office
- 8031 ORTONVILLE ROAD, SUITE 210, CLARKSTON, MI, 48348
- Phone
- 248-528-1870
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $845.8M
- Discretionary AUM
- $811.0M
- Non-discretionary AUM
- $34.8M
- Discretionary accounts
- 3,588
- Non-discretionary accounts
- 951
- Total accounts
- 4,539
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.5M |
| Charitable organizations | Fewer than 5 | $16.2M |
| High net worth individuals | 241 | $592.1M |
| Pension and profit sharing plans | 35 | $27.3M |
| Individuals (other than high net worth individuals) | 543 | $204.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Aum | 843386404 | 845839588 |
| Aug 17, 2026 | Clients | 811 | 824 |
| Aug 17, 2026 | Accounts | 4435 | 4539 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.