Verde Capital Management, Inc.

RIASEC Registered

Total AUM

$846M

Discretionary

$811M

96% of AUM

Avg account

$186K

Accounts

4,539

Employees

Advisory reps

Firm details

Headquarters: Clarkston, Michigan
CRD number: 147179
Registered since: May 21, 2008
Website: www.verdecm.com
Custodians: CHARLES SCHWAB & CO., INC., TRADE-PMR INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI70%
Individuals24.2%
Pension & Profit Sharing Plans3.23%
Charitable Organizations1.91%
Corporations / Businesses0.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Verde Capital Management, Inc. is an independent registered investment adviser that has been SEC-registered since 2008. The firm is privately owned and serves both individual & family and institutional clients. Its compensation models include percentage-of-assets and fixed-fee arrangements. Service lines combine traditional advisory work—financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting—with educational seminars and workshops. Verde also operates as an insurance broker and provides accounting-related services. The firm does not identify as an active ESG investor and is not positioned as a capital allocator for third-party managers, although it does use external funds for certain exposures.