Verde Capital Management, Inc.
- Regulatory AUM
- $843M
- Discretionary
- $811M
- Clients
- 811
- Avg AUM / client
- $1.0M
- Accounts
- 4,435
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 545 | $206M | 24.5% |
| High net worth individuals | 241 | $593M | 70.3% |
| Pension and profit sharing plans | 20 | $22.8M | 2.7% |
| Charitable organizations | 2 | $16.2M | 1.92% |
| Corporations and other businesses | 3 | $5.5M | 0.65% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Oakland Hills Country Club Non Union Retirement Plan Oakland Hills Country Club | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carl Szasz | President And Chief Compliance Officer | Jun 2008 (18y) | 75% or more | |
| Snedden, Julia, Lee | Office Manager & Compliance Manager | Jun 2024 (2y) | Less than 5% | |
| Eric Tomaszewski | Registered representative | Oct 2013 (13y) | ||
| Cynthia Grace Lundberg | Registered representative | Apr 2018 (8y) | ||
| Jack Benton Yarosh | Registered representative | Jun 2020 (6y) | ||
| Adam Douglas Smart | Registered representative | Jan 2025 (2y) | ||
| Matthew T Hart | Registered representative | Jan 2025 (2y) | ||
| Riley Bruce Manwaring | Registered representative | Jan 2025 (2y) | ||
| Kimberly Lauren Accurso | Registered representative | Jan 2025 (2y) | ||
| Marc Joseph Bergeron | Registered representative | CFP | Feb 2025 (1y) | |
| Benjamin Scott Foor | Registered representative | Sep 2025 (1y) | ||
| Morgan Kathleen Cinader | Registered representative | Jan 2026 (1y) | ||
| Seyedeh Sheeva Hajimirza | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Oakland Hills Country Club Non Union Retirement Plan | Oakland Hills Country Club | 165 | $7.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $474M (56% of AUM) Jul 2026
- TradePMR $195M (23% of AUM) Jul 2026
- Fidelity Brokerage Services $163M (69% of AUM) Mar 2019
- Interactive Brokers $2.3M (1% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗