9AT: VERDE CAPITAL MANAGEMENT, INC.

VERDE CAPITAL MANAGEMENT, INC.

VERDE CAPITAL MANAGEMENT, INC.

Adviser Profile

As of Date	07/08/2026
Registration	SEC, Approved, 05/21/2008
ADV Location	CLARKSTON, MI, United States
Contact Info	248 xxxxxxx
Websites

AUM^*	843,386,404 39%
of that, discretionary	810,996,184 41%
Number of Employees	19 46%
of those in investment advisory functions	12 9%
Private Fund GAV^*	0
Avg Account Size	190,166 18%
% High Net Worth	29.72% 14%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

722M 619M 516M 413M 310M 206M 103M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name	Filing Date	Form ADV-E
Accounting Firm Name COHEN & CO	Filing Date01/29/2026	Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY	Filing Date11/27/2024	Form ADV-E View Report
Accounting Firm Name COHEN & COMPANY	Filing Date01/25/2024	Form ADV-E View Report

Brochure Summary

Overview

Our Owners and Principals We are a Michigan corporation established in 2008. Carl Szasz is our sole principal and owns more than twenty-five percent (25%) of our firm’s common stock. Our Advisory Services Investment Management Services We offer investment management services through our wrap fee program. We emphasize continuous personal client contact and interaction in providing discretionary investment supervisory services. A complete description of the program and its fees are contained in our Part 2A Appendix, which is the Program Brochure. To request a copy of the Program Brochure please contact our President and Chief Compliance Officer, Carl Szasz at (248) 528-1870 or [email protected]. Financial Coaching We offer financial coaching for clients of all service models, and non-clients. This is offered as a standalone service with a separate agreement and payment schedule. Financial coaching may include, but is not limited to: budget analysis, cash flow management, savings planning, debt reduction strategies, and behavioral finance

education. Tax Preparation Services We offer tax preparation for VCMI clients of all service models. This is offered as a standalone service with a separate agreement and payment schedule. Tax preparation may include, but is not limited to: a review of a client’s past tax returns, analysis of a client’s current tax forms and documents, preparation of a client’s tax return, and filing of the tax return. This service is intended for less complex tax returns for individuals and families. Services may be expanded as capacity becomes available. Intentionally left blank, continues on next page Part 2A of Form ADV – Brochure - VIP 2 Verde Capital Management, Inc. Educational Seminars/Workshops We provide periodic educational seminars and workshops to clients and the general public free of charge. Seminar topics include, but are not limited to; behavioral finance, financial planning, retirement planning, and Planning for Your 401K. Assets Under Management We manage your assets on either a discretionary or nondiscretionary basis. As of December 2023, we had $463,303,677 in client assets managed on a discretionary basis and $42,176,553 in client assets managed on a non-discretionary basis.