VERDE CAPITAL MANAGEMENT, INC.

Overview

Verde Capital Management, Inc. is an independent registered investment adviser that provides wealth management and financial planning primarily to individuals, families and institutional clients. SEC registration dates back to 2008 and the firm is owned by an individual. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, separate account management for institutions, pension consulting and educational workshops. Alongside advisory work, the firm also operates as an insurance broker and maintains accounting-related activities. Investment approach leans toward public funds and exchange-traded products as core building blocks. The firm uses a mix of percentage-of-AUM and fixed-fee billing and runs predominantly discretionary mandates. While not labeled as an active ESG investor in its profile, the firm’s public filings show meaningful exposure to an ESG-focused ETF among its top positions, suggesting it may use ESG-branded products as part of client-specific or core equity sleeves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices