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VERDE CAPITAL MANAGEMENT, INC.

CLARKSTON, MI · CRD 147179 · IAPD ↗ · 248-528-1870

$845.8MRegulatory AUM
12Advisory reps
19Employees
0Clients
More than 500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — VERDE CAPITAL MANAGEMENT, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — VERDE CAPITAL MANAGEMENT, INC. notice-filed in GA, IL, NH, OH, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
February 2025 — VERDE CAPITAL MANAGEMENT, INC. grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — VERDE CAPITAL MANAGEMENT, INC. notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — VERDE CAPITAL MANAGEMENT, INC. crossed $500M in regulatory AUM ($376.2M -> $505.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.