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| Verde Capital Management Inc
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|---|---|
| CRD # | 147179 |
| SEC # | 801-69167 |
| CIK # | 0001802891 |
| AUM | $749.8 M (2026-02-06) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 248-528-1870 |
| Address | 8031 Ortonville Road Clarkston, MI 48348 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.5 | ||
| iShares Bitcoin Trust | 10.1 | ||
| Tesla Motors Inc | 8.0 | ||
| Alphabet Inc | 6.5 | ||
| Netflix Inc | 5.8 | ||
| Palantir Technologies Inc | 5.0 | ||
| Amazon Com Inc | 5.0 | ||
| Spotify Technology Sa | 4.5 | ||
| O Reilly Automotive Inc | 4.0 | ||
| Progressive Corp/Oh/ | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 528 | 189.0 |
| (b) Individuals (high net worth individuals) | 218 | 519.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 21.2 |
| (h) Charitable organizations | 2 | 15.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,197 | 749.8 |
| By Discretionary | ||
| Discretionary | 3,413 | 722.3 |
| Non-Discretionary | 784 | 27.5 |
| Total | 4,197 | 749.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 749.2 | |
| Total | 4,197 | 749.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802891] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Flynn Zito Capital Management LLC
✚
|
NY | 0.8 |
|
MTM Financial Group LLC
✚
|
PA | 0.8 |
|
Klaas Financial Asset Advisors LLC
✚
|
IL | 0.8 |
|
Sageguard Financial Group LLC
✚
|
TN | 0.8 |
|
Waller Financial Planning Group Inc
✚
|
OH | 0.7 |
|
Pax Financial Group LLC
✚
|
TX | 0.7 |
|
Financial Insights Inc
✚
|
WA | 0.7 |
|
John E Sestina and Company
✚
|
OH | 0.7 |
|
Nicholas Wealth LLC
✚
|
GA | 0.7 |
|
CL Wealth Management LLC
✚
|
IL | 0.7 |