# Verde Capital Management, Inc.

> 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.

- CRD: 147179
- Filed as: VERDE CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clarkston, MI
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147179
- AdvisorCensus page: https://advisorcensus.com/firm/verde-capital-management-inc-clarkston-mi-147179

## Quick answers

**How is Verde Capital Management, Inc. compensated?**
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).

**How much does Verde Capital Management, Inc. charge?**
Its Form ADV Part 2A brochure dated July 8, 2026 states: Subscription: $250 to $500 a month (Investment Management – Qualified Plans); Hourly rate: $250 an hour (onboarding a plan and transitioning to a new recordkeeper). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Verde Capital Management, Inc. located?**
Verde Capital Management, Inc.'s principal office is in Clarkston, MI, according to its Form ADV.

**Is Verde Capital Management, Inc. registered with the SEC or a state?**
Verde Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147179.

**How much does Verde Capital Management, Inc. manage?**
Verde Capital Management, Inc. reports $845,839,588 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (96% discretionary).

**How have Verde Capital Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Verde Capital Management, Inc. serve?**
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).

**Which custodians does Verde Capital Management, Inc. use?**
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.

**Does Verde Capital Management, Inc. report any disciplinary disclosures?**
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

**Does Verde Capital Management, Inc. state an account minimum?**
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."

**What changed in Verde Capital Management, Inc.'s recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 8, 2026)

- Account minimum: None

> 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.

- Subscription: $250 to $500 a month (Investment Management – Qualified Plans)

> Our rate ranges from $250 to $500 per month, depending on the number of advisors involved and their experience with 401(k) plans. Fees remain fixed until they are updated and are billed in equal monthly increments

- Hourly rate: $250 an hour (onboarding a plan and transitioning to a new recordkeeper)

> we may quote 12 hours of work at $250 per hour, billed monthly over the year.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Trade-PMR Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $845,839,588
- Discretionary: $811,035,285
- Non-discretionary: $34,804,303

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 543 | $204,720,890 |
| High net worth individuals | 241 | $592,112,937 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 35 | $27,312,807 |
| Charitable organizations | 2 | $16,168,865 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $5,524,089 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 19 total, 12 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, GA, IL, MI, NC, NH, NY, OH, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [verdecm.com](https://verdecm.com)
- Facebook @VERDECAPITALMANAGEMENT
- Instagram @verdecapitalmgt
- LinkedIn @VERDE-CAPITAL-MANAGEMENT
- TikTok @verdecapitalmanagement
- YouTube @UC68y_EqDWQ2aI_XTEdAKEbg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $382,598,683 | 10 | March 26, 2021 |
| October 2022 | $472,573,976 | 11 | June 24, 2022 |
| October 2023 | $376,245,756 | 11 | July 27, 2023 |
| October 2024 | $505,480,230 | 10 | July 25, 2024 |
| October 2025 | $605,723,431 | 13 | May 8, 2025 |
| October 2026 | $845,839,588 | 19 | August 14, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 11 to 12.
- Regulatory assets under management went from $749,783,231 to $843,386,404 (+12%).

### March 2026
- Regulatory assets under management went from $605,723,431 to $749,783,231 (+24%).
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Verde Capital Management, Inc. (CRD 147179): Form ADV filing data as of October 2026.