CLARKSTON, MICRD 147179Latest ADV February 6, 2026
Verde Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Clarkston, MI. Its latest Form ADV filing, dated February 6, 2026, reports $750M in regulatory assets under management, 16 employees, and 4,197 accounts.
Assets Under Management
$750M
Employees
16
Offices
--
Total Clients
771
Primary office
CLARKSTON, MI
8031 ORTONVILLE ROAD, SUITE 210, CLARKSTON, MI, United States
Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
528
2
HNWI
28.3%
218
3
Pension Plans
2.6%
20
4
Corporations
0.4%
3
5
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$750Mas of February 6, 2026
Discretionary96.3%
$722M
96% of total RAUM96.3%
Non-discretionary3.7%
$28M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$750M
Total Accounts4,197
10Y AUM Change+$532M (+244.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee48:1
10Y Employee Change+11 (+220.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.