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VERDE CAPITAL MANAGEMENT, INC.
CRD 147179File 801-69167
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.VERDECM.COM/
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 811 | 824 | increased by13 |
| Aug 17, 2026 | AUM | $843,386,404 | $845,839,588 | increased by$2,453,184 |
| Aug 17, 2026 | Accounts | 4,435 | 4,539 | increased by104 |
| Aug 1, 2026 | Employees | 16 | 19 | increased by3 |
| Aug 1, 2026 | Clients | 771 | 811 | increased by40 |
| Aug 1, 2026 | AUM | $749,783,231 | $843,386,404 | increased by$93,603,173 |
| Aug 1, 2026 | Accounts | 4,197 | 4,435 | increased by238 |
| Mar 1, 2026 | Employees | 13 | 16 | increased by3 |
| Mar 1, 2026 | Clients | 652 | 771 | increased by119 |
| Mar 1, 2026 | AUM | $605,723,431 | $749,783,231 | increased by$144,059,800 |
| Mar 1, 2026 | Accounts | 3,768 | 4,197 | increased by429 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 13 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 590 | 652 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $472,573,976 | $605,723,431 | increased by$133,149,455 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,250 | 3,768 | increased by518 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VERDE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VERDE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.