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CORDA INVESTMENT MANAGEMENT, LLC
CRD 108046 · SEC 801-57097
8955 KATY FREEWAY, SUITE 200, HOUSTON, TX, 77024-1626, United States
Phone
713-439-0665
Fax
713-465-1308
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.00B
Discretionary AUM
$1.94B
Team
32 total employees; 26 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 794 | $388.8M |
| High net worth individuals | 565 | $1.59B |
| Pension/profit sharing plans | 3 | $14.6M |
| Charitable organizations | 1 | $1.9M |
States served
AZ, AR, CA, CO, GA, ID, IL, IN, IA, KS, KY, LA, MI, MN, MS, MT, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, WY, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD