Verde Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 1,000 clients last fiscal year.
Verde Capital Management reports 824 clients. They include 543 individual clients, 241 high-net-worth individuals, and 35 pension and profit-sharing plans. Of its assets, 95.9% ($811M across 3,588 accounts) are managed with discretion; $34.8M across 951 accounts are not. A wrap fee program the firm both sponsors and manages holds $669M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 24% |
| High-net-worth individuals | 29% | 70% |
| Pension and profit-sharing plans | 4% | 3% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 543 | $205M | 24.2% | $377K |
| High-net-worth individuals | 241 | $592M | 70.0% | $2.46M |
| Pension and profit-sharing plans | 35 | $27.3M | 3.2% | $780K |
| Charitable organizations | Fewer than 5 | $16.2M | 1.9% | $8.08M |
| Corporations and other businesses | Fewer than 5 | $5.52M | 0.7% | $1.84M |
| Total | 824 | $846M | 100% | — |
- Clients
- 543
- Regulatory AUM
- $205M
- AUM share
- 24.2%
- Avg. per client
- $377K
- Clients
- 241
- Regulatory AUM
- $592M
- AUM share
- 70.0%
- Avg. per client
- $2.46M
- Clients
- 35
- Regulatory AUM
- $27.3M
- AUM share
- 3.2%
- Avg. per client
- $780K
- Clients
- Fewer than 5
- Regulatory AUM
- $16.2M
- AUM share
- 1.9%
- Avg. per client
- $8.08M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.52M
- AUM share
- 0.7%
- Avg. per client
- $1.84M
Total
- Clients
- 824
- Regulatory AUM
- $846M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Verde Capital Management charges 0.80%–1.50% a year for its Wrap Fee Program. The fee is billed in arrears and is negotiable. The brochure also prices 5 other services, listed under fee details.
Fee details and sources
Other fees
- 401(k) Advisory Services
- For 401(k) participant assets, a fee of 0.50% to 1.5% depending on plan complexity and client circumstances.
- Financial Coaching
- Coaching programs: $295 for a personal Roadmap to Hope session ($395 personal and business), $1,200 for Go, $2,100 for Change, $3,600 for Dream; 10% off if paid in full.
- Financial Planning
- Financial planning is billed monthly by annual gross income, from $100 a month (income to $100,000) to $500 a month (income above $450,000), waived at set asset levels.
- Qualified Plan Investment Management
- Plan sponsors pay a flat monthly fee of $250 to $500, set by anticipated workload and fixed until updated.
- Tax Preparation
- Individual (1040) returns have a $400 minimum fee and business returns $1,000; other tax work is $150 an hour.
Carl Szasz owns 75% or more of Verde Capital Management. The leadership team of Verde Capital Management includes President Carl Szasz. It has 19 employees, 12 of them in advisory roles.
Staff
- 19 employees
- 12 in advisory functions
- 12 state-registered reps
- Owns 75% or more of Verde Capital Management, Inc.
Carl Szasz
Control person · since June 2008
Verde Capital Management’s regulatory assets grew 2.2× from $383M (March 2021) to $846M (August 2026); clients rose from 520 to 824 and employees from 10 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $846M | 824 | 19 | 1 |
| May 2025May 2025 | $606M | 652 | 13 | 1 |
| Jul 2024July 2024 | $505M | 738 | 10 | 1 |
| Jul 2023July 2023 | $376M | 640 | 11 | 1 |
| Jun 2022June 2022 | $473M | 590 | 11 | 1 |
| Mar 2021March 2021 | $383M | 520 | 10 | 1 |
Besides its headquarters, Verde Capital Management has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 8031 Ortonville Road, Suite 210, ClarkstonHQ
Contact and registration details
- Legal name
- Verde Capital Management, Inc.
- Headquarters
- 8031 Ortonville Road, Suite 210, Clarkston, MI 48348
- Website
- verdecm.com
- Phone
- 248-528-1870
- @verde-capital-management
- SEC file
- 801-69167
- Founded
- 2008
- Structure
- Michigan corporation
- Fiscal year end
- December
Verde Capital Management’s named custodians for separately managed accounts are Charles Schwab ($474M, 71%) and Trade-PMR ($195M, 29%). Verde Capital Management has custody of $901M for 808 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $474M71%
- Trade-PMRTrade-PMR Inc. · Gainesville, FL · $195M29%
At year end, Verde Capital Management’s separately managed accounts were mostly in funds (75%) and stocks (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $541M across 80 positions; the largest are Vaneck ETF Trust (13.3%), Schwab Strategic TR (9.9%) and Invesco Exch Traded FD TR II (9.4%).
What the accounts hold
- Stocks26%
- Funds75%
- Registered funds73%
- Pooled vehicles2%
How many clients does Verde Capital Management have?
Verde Capital Management has 824 clients and manages $846 million for them, as of August 2026. They include 543 individual clients, 241 high-net-worth individuals, and 35 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026
What services does Verde Capital Management offer?
Verde Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, educational seminars, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Verde Capital Management charge?
Verde Capital Management charges 0.80%–1.50% a year for its Wrap Fee Program. The fee is billed in arrears and is negotiable.
Which custodians does Verde Capital Management use?
Verde Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $474M and Trade-PMR Inc. (Gainesville, FL), with $195M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026
How many financial advisors does Verde Capital Management have?
Verde Capital Management has 12 investment adviser representatives registered with state securities authorities, out of 19 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Verde Capital Management invest in?
At the end of its last fiscal year, Verde Capital Management’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Verde Capital Management?
Verde Capital Management’s direct owner is Carl Szasz (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 August 2026
How does Verde Capital Management get paid?
Verde Capital Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Verde Capital Management?
Verde Capital Management’s main office is at 8031 Ortonville Road, Suite 210, Clarkston, MI 48348. Its phone number is 248-528-1870. Its website is verdecm.com.