DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
V•••• C•••••• M••••••••• I•••
Latest filing Aug 14, 2026
First filing on the tape Mar 28, 2012 · 57 filings
SEC status approved since May 21, 2008
RAUM
$846M
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
94%
$797M individuals and HNW
Advisors
13
registered through the firm on IAPD
RAUM per advisor
$65.1M
derived; firm RAUM over IAPD count
Employees
19
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
57 filings and snapshots on the tape
RAUM$846M as of Aug 14, 2026
Mar 28, 2012$99.9M then
HNW client RAUM$592M as of Aug 14, 2026
Feb 1, 2018$89.8M then
State-registered IARs (5.B.3)12 as of Aug 14, 2026
Mar 28, 20120 then
Employees (5.A)19 as of Aug 14, 2026
Apr 2, 20133 then
Private funds: no history
RAUM +40% over the last fiscal year+31% a year over threeIARs 11 to 12
Practice profile
derived from the filing of Aug 14, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $65.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 60derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.5MderivedHNW RAUM over HNW clients
- Average account
- $186,349derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 5.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 13.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +22%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, educational seminarsreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Wrap fee program
- $669MreportedItem 5.I
- Custody
- $901M, 808 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$592M70%
- Individuals$205M24%
- Pension and profit-sharing plans$27.3M3.2%
- Charitable organizations$16.2M1.9%
- Corporations and businesses$5.5M0.7%
- Individual clients
- 543reported
- HNW clients
- 241reported
- Pension plan clients
- 35reported
- Charitable clients
- 2reported
- Accounts
- 4,539reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $901M for 808 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
13 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••• S•••• | Clarkston, Mi | Oct 8, 2010 | 22 y | 1 |
| E••• T••••••••• | Clarkston, Mi | Oct 16, 2013 | 14 y | 1 |
| C•••••• G•••• L••••••• | Clarkston, Mi | Apr 17, 2018 | 10 y | 1 |
| J••• B••••• Y••••• | Clarkston, Mi | Jun 15, 2020 | 10 y | 0 |
| M•••••• T• H••• | Clarkston, Mi | Jan 3, 2025 | 10 y | 1 |
| A••• D•••••• S•••• | Clarkston, Mi | Jan 3, 2025 | 12 y | 0 |
| R•••• B•••• M•••••••• | Clarkston, Mi | Jan 14, 2025 | 11 y | 0 |
| K••••••• L••••• A•••••• | Clarkston, Mi | Jan 17, 2025 | 17 y | 0 |
| M••• J••••• B•••••••Certified Financial Planner | Clarkston, Mi | Feb 25, 2025 | 12 y | 1 |
| B••••••• S•••• F••• | Clarkston, Mi | Sep 9, 2025 | 10 y | 0 |
| M••••• K••••••• C•••••• | Clarkston, Mi | Jan 1, 2026 | 12 y | 0 |
| S•••••• S••••• H•••••••• | Clarkston, Mi | Jun 12, 2026 | 10 y | 0 |
| H••••• E•••••••• B•••••• | Clarkston, Mi | Aug 31, 2026 | 11 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- T•••• E•••••••• H••••• to E••• W••••• A•••••••Jan 9, 2024 · RIA to a state-registered adviser
- J•••••• M•••••• L•••••• to A••••••••• F•••••••• S•••••••• L••May 5, 2020 · RIA to affiliated broker-dealer or bank
Joined, latest
- H••••• E•••••••• B•••••• from J••• M••••• S••••••••• L••Aug 31, 2026 · Wirehouse to independent RIA
- M••• J••••• B••••••• from T•• W••••• P•••••••Feb 25, 2025 · RIA to RIA
- M•••••• T• H••• from C• A••••••• S•••••••Jan 3, 2025 · RIA to RIA
- C•••••• G•••• L••••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Apr 17, 2018 · Wirehouse to independent RIA
- E••• T••••••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Oct 16, 2013 · Other
- C••• S•••• from A••••••••• F•••••••• S•••••••• L••Oct 8, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- S••••• C••• · President And Chief Compliance Officercontrolsince 06/2008 · owns 75% or more
- S••••••• J••••• L•• · Office Manager & Compliance Managersince 06/2024 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Clarkston, Mi · principal | 13 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 4,435 to 4,539Jul 8, 2026 to Aug 14, 2026
- Individual clients · 545 to 543Jul 8, 2026 to Aug 14, 2026
- Pension plan clients · 20 to 35Jul 8, 2026 to Aug 14, 2026
- Assets in custody · $917M to $901MJul 8, 2026 to Aug 14, 2026
- Discretionary RAUM · $811M to $811MJul 8, 2026 to Aug 14, 2026
- HNW RAUM · $593M to $592MJul 8, 2026 to Aug 14, 2026
- Individual RAUM · $206M to $205MJul 8, 2026 to Aug 14, 2026
- Non-discretionary RAUM · $32.4M to $34.8MJul 8, 2026 to Aug 14, 2026
- Pension RAUM · $22.8M to $27.3MJul 8, 2026 to Aug 14, 2026
- RAUM · $843M to $846MJul 8, 2026 to Aug 14, 2026
- Accounts · 4,197 to 4,435Feb 6, 2026 to Jul 8, 2026
- Advisory employees · 11 to 12Feb 6, 2026 to Jul 8, 2026
- HNW clients · 218 to 241Feb 6, 2026 to Jul 8, 2026
- Individual clients · 528 to 545Feb 6, 2026 to Jul 8, 2026
- Assets in custody · $226M to $917MFeb 6, 2026 to Jul 8, 2026
- Employees · 16 to 19Feb 6, 2026 to Jul 8, 2026
- State-registered IARs · 11 to 12Feb 6, 2026 to Jul 8, 2026
- Discretionary RAUM · $722M to $811MFeb 6, 2026 to Jul 8, 2026
- HNW RAUM · $520M to $593MFeb 6, 2026 to Jul 8, 2026
- Individual RAUM · $189M to $206MFeb 6, 2026 to Jul 8, 2026
- Non-discretionary RAUM · $27.5M to $32.4MFeb 6, 2026 to Jul 8, 2026
- Pension RAUM · $21.2M to $22.8MFeb 6, 2026 to Jul 8, 2026
- RAUM · $750M to $843MFeb 6, 2026 to Jul 8, 2026
- Accounts · 3,768 to 4,197Oct 22, 2025 to Feb 6, 2026
- Corporate clients · 2 to 3Oct 22, 2025 to Feb 6, 2026
- HNW clients · 170 to 218Oct 22, 2025 to Feb 6, 2026
- Individual clients · 442 to 528Oct 22, 2025 to Feb 6, 2026
- Pension plan clients · 36 to 20Oct 22, 2025 to Feb 6, 2026
- Assets in custody · $163M to $226MOct 22, 2025 to Feb 6, 2026
- Employees · 13 to 16Oct 22, 2025 to Feb 6, 2026
- Discretionary RAUM · $574M to $722MOct 22, 2025 to Feb 6, 2026
- HNW RAUM · $402M to $520MOct 22, 2025 to Feb 6, 2026
- Individual RAUM · $163M to $189MOct 22, 2025 to Feb 6, 2026
- Non-discretionary RAUM · $31.4M to $27.5MOct 22, 2025 to Feb 6, 2026
- Pension RAUM · $27.0M to $21.2MOct 22, 2025 to Feb 6, 2026
- RAUM · $606M to $750MOct 22, 2025 to Feb 6, 2026
- Financial planning clients · More than 500 to More than 500Mar 10, 2025 to May 8, 2025
- Accounts · 3,777 to 3,768Jan 28, 2025 to Mar 10, 2025
- HNW clients · 161 to 170Jan 28, 2025 to Mar 10, 2025
- Individual clients · 437 to 442Jan 28, 2025 to Mar 10, 2025
Signals
4 dated events
- V•••• C•••••• M••••••••• I••• reported RAUM $505.5M, up 34% from $376.2M (2024-01-09 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Jamie Holly Kamm (Chief Operations Officer & Compliance Manager) no longer on Schedule A of V•••• C•••••• M••••••••• I••• (listed 2024-01-09, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- T•••• E•••••••• H••••• left V•••• C•••••• M••••••••• I••• for E••• W••••• A••••••• (registered 2023-12-18)Jan 9, 2024 · Advisor changed firm · fact
- Jamie Holly Kamm (Chief Operations Officer & Compliance Manager) appeared on Schedule A of V•••• C•••••• M••••••••• I•••Mar 16, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- service@verdecm.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 248-528-1744reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 248-528-1870reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/V••••-CAPITAL-MANAGEMENTreportedpublic record, Form ADV, Sep 18, 2026
- Website
- V••••CM.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 248-528-1870reportedpublic record, Form ADV, Aug 14, 2026
- Contact form
- verdecm.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- verdecm.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $65.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026