Craig Verdi Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Craig Verdi Investments provides discretionary investment management primarily to individuals and high‑net‑worth clients, managing approximately $18 million for a small roster of accounts. Services focus on portfolio construction, asset allocation, monitoring and regular reviews, with reporting delivered through clients’ custodians.
The firm combines computer models, economic and data research and multiple indicators to guide risk management and asset allocation, and it constructs flexible portfolios that may include domestic and international stocks and bonds, mutual funds and ETFs as well as leveraged funds, master limited partnerships, REITs, closed‑end funds and private securities. Craig Verdi Investments typically operates with written discretionary authority and maintains a limited power of attorney to execute trades and facilitate fee collection on managed accounts.
Distinctive for its size, the firm is operated under a single principal (the sole executive officer) and serves about 14 clients, resulting in a high level of direct oversight and personalized management. The principal reports limited outside activities (under 10% of time on writing and under 5% on a charitable nonprofit), the firm does not accept third‑party referral compensation or performance‑based fees, and it does not take custody of client assets.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,000.01 - $2,000,000: 0.90% $2,000,000.01 - $4,000,000: 0.85% $4,000,000.01+: 0.75%
Main office
Boise ID
Advisors at this office
2
Most active in
Idaho
Also doing business as
Craig Verdi Investments, LLC · Trail Creek Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Craig V
Series 63, Series 65
Boise, ID
Craig Verdi Investments, LLC
Craig Verdi is a financial advisor with Craig Verdi Investments, LLC in Boise, ID, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes roles at Trail Creek Advisors, Verdi Wealth Management, and Commonwealth Financial Network. Outside of advising, he is an author and operates a sole proprietorship, Verdi Promotions, focused on marketing for artists and arranging speaking engagements related to his book. Craig Verdi Investments provides discretionary investment management primarily to individuals and high-net-worth clients, focusing on portfolio construction, asset allocation, and ongoing monitoring. The firm employs a combination of computer models, economic research, and multiple indicators to guide risk management, managing a selective client base with personalized oversight.
Edward B
Series 63, Series 65
Boise, ID
Craig Verdi Investments, LLC
Edward Bondy is a financial advisor with Craig Verdi Investments, LLC in Boise, ID, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include work at PlanMember Securities Corporation for three years and self-employment under his own name for two years. He also maintains a minimal insurance sales agent role with Aviara Wealth Advisors. Craig Verdi Investments provides discretionary investment management primarily to individuals and high-net-worth clients, focusing on portfolio construction, asset allocation, and monitoring using computer models and economic research. The firm serves a small number of clients with personalized management and offers diversified portfolios including domestic and international stocks and bonds, mutual funds, ETFs, and alternative investments.
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