Verde Capital Management Inc

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Verde Capital Management Inc
CRD #147179
SEC #801-69167
CIK #0001802891
AUM 749.8 M (2026-02-06)
Employees 16 (69% Investors, 0% Brokers)
Fees
Minimum
Phone248-528-1870
Address8031 Ortonville Road
Clarkston, MI 48348
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
80064048032016002007201320202027
Sector Form 13F Holdings Value ($M)
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Spotify Technology Sa 4.5
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Progressive Corp/Oh/ 4.0
View All
Holdings by Sector ($M)
50040030020010002019202120242027
AUM Breakdown Accounts AUM ($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]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail, Research
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