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- Custodian
- Charles Schwab & Company ยท Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-21-2008
- Office Locations
- 1
Office Locations
About Verde Capital Management, Inc.
Verde Capital Management is an independent RIA providing personalized financial planning and ongoing portfolio management, built through a consultative discovery, data-gathering, recommendation, and regular review process. Portfolios emphasize cost-conscious implementation across stocks, bonds and funds/ETFs, guided by a proprietary risk-tolerance questionnaire. Serves retail and institutional clients, including business owners, with custody options such as Charles Schwab.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
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Investment Vehicles
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Owner & Executives
CARL SZASZ
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4698089
- Ownership
- 75% or more
Julia Lee Snedden
Office Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KIMBERLY LAUREN ACCURSO
Financial Advisor
- CRD
- #4633678
Marc Joseph Bergeron
Financial Advisor
- CRD
- #7660357
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $810,996,184 | $211,624 |
| Non-Discretionary | $32,390,220 | $35,091 |
| Total | $843,386,404 | $178,647 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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