Verde Capital Management, Inc.
● SEC registered since 2008CRD 147179SEC# 801-69167Clarkston, MI
Reg. AUM
$843.4M
Employees
19
Accounts
4,435
Location
Clarkston, MI
Verde Capital Management, Inc. assets under management
Verde Capital Management, Inc. is a registered investment adviser overseen by the SEC based in Clarkston, MI. The firm has been registered since 2008. It reports $843.4 million in regulatory assets under management and employs 19 people.
Verde Capital Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Szasz Control | President And Chief Compliance Officer | Over 75% | 2008 |
| Julia Lee Snedden | Integrator | Under 5% | 2026 |
Frequently asked questions
How much does Verde Capital Management, Inc. manage?
Verde Capital Management, Inc. reports $843.4 million in regulatory assets under management on its Form ADV.
How many employees does Verde Capital Management, Inc. have?
Verde Capital Management, Inc. reports 19 employees.
Where is Verde Capital Management, Inc. located?
Verde Capital Management, Inc. is based in Clarkston, MI and has been SEC-registered since 2008.
Does Verde Capital Management, Inc. disclose fund performance?
Verde Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8031 Ortonville Road, Suite 210, Clarkston, MI 48348 |
| Phone | 248-528-1870 |
| Fax | 248-528-1744 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$843.4M▲ 48%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,306 advisers
EmployeesTop 25%
More than 75% of 16,824 advisers
Assets under management
$843.4Mregulatory AUM
Discretionary $811MNon-discretionary $32.4M