{
  "crd_number": 147179,
  "slug": "verde-capital-management-inc-clarkston-mi-147179",
  "primary_business_name": "VERDE CAPITAL MANAGEMENT, INC.",
  "legal_name": "VERDE CAPITAL MANAGEMENT, INC.",
  "dbas": [],
  "city": "Clarkston",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-05-21",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-08-14",
  "carried_forward": false,
  "raum_total": 845839588.0,
  "raum_discretionary": 811035285.0,
  "raum_non_discretionary": 34804303.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 19,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 16168865.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 204720890.0,
      "count": 543
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 27312807.0,
      "count": 35
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 592112937.0,
      "count": 241
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 5524089.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "MI",
    "NC",
    "NH",
    "NY",
    "OH",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/VERDECAPITALMANAGEMENT",
    "https://instagram.com/verdecapitalmgt",
    "https://linkedin.com/COMPANY/VERDE-CAPITAL-MANAGEMENT",
    "https://tiktok.com/@verdecapitalmanagement",
    "https://verdecm.com",
    "https://youtube.com/channel/UC68y_EqDWQ2aI_XTEdAKEbg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147179",
  "city_as_filed": "CLARKSTON",
  "url": "https://advisorcensus.com/firm/verde-capital-management-inc-clarkston-mi-147179",
  "display_name": "Verde Capital Management, Inc.",
  "summary": "Verde Capital Management, Inc. is an SEC-registered investment advisory firm in Clarkston, MI, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 14, 2026.",
  "citation": "AdvisorCensus. Verde Capital Management, Inc. (CRD 147179): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Verde Capital Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Verde Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Verde Capital Management, Inc. located?",
      "a": "Verde Capital Management, Inc.'s principal office is in Clarkston, MI, according to its Form ADV."
    },
    {
      "q": "Is Verde Capital Management, Inc. registered with the SEC or a state?",
      "a": "Verde Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147179."
    },
    {
      "q": "How much does Verde Capital Management, Inc. manage?",
      "a": "Verde Capital Management, Inc. reports $845,839,588 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (96% discretionary)."
    },
    {
      "q": "How have Verde Capital Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Verde Capital Management, Inc.: Regulatory assets under management: $382,598,683 in the October 2021 data and $845,839,588 in the October 2026 data, up 121%. Total employees: 10 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Verde Capital Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (543); high net worth individuals (241); pension and profit sharing plans (but not the plan participants or government pension plans) (35)."
    },
    {
      "q": "Which custodians does Verde Capital Management, Inc. use?",
      "a": "Verde Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Trade-PMR Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Verde Capital Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147179"
    },
    {
      "q": "Does Verde Capital Management, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 8, 2026 says: \"We do not impose any conditions for starting or maintaining an investment management account, such as a minimum annual fee or account balance. There is no minimum account size for our financial planning services.\""
    },
    {
      "q": "What changed in Verde Capital Management, Inc.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 11 to 12. Regulatory assets under management went from $749,783,231 to $843,386,404 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 382598683.0,
      "total_employees": 10,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 472573976.0,
      "total_employees": 11,
      "filing_date": "2022-06-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 376245756.0,
      "total_employees": 11,
      "filing_date": "2023-07-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 505480230.0,
      "total_employees": 10,
      "filing_date": "2024-07-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 605723431.0,
      "total_employees": 13,
      "filing_date": "2025-05-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 845839588.0,
      "total_employees": 19,
      "filing_date": "2026-08-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 12.",
        "Regulatory assets under management went from $749,783,231 to $843,386,404 (+12%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $605,723,431 to $749,783,231 (+24%).",
        "Registered or notice-filed in NC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 8, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not impose any conditions for starting or maintaining an investment management account, such as a minimum annual fee or account balance. There is no minimum account size for our financial planning services."
        ]
      }
    ],
    "quotes": [
      "We do not impose any conditions for starting or maintaining an investment management account, such as a minimum annual fee or account balance. There is no minimum account size for our financial planning services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Trade-PMR Inc.",
      "name_as_filed": "TRADE-PMR INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/verde-capital-management-inc-clarkston-mi-147179.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 543,
      "fewer_than_5": false,
      "raum": 204720890.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 241,
      "fewer_than_5": false,
      "raum": 592112937.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 27312807.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 16168865.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 5524089.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147179",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}