Bonner Castles Barnes Review

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Bonner Castles Barnes, based in Houston, TX, is an Investment Advisor with 12 years of experience. Bonner is registered with Corda Investment Management, which provides investment advisory services for 1,236 clients.

Professional Summary

Bonner Castles Barnes is a Investment Advisor registered with Corda Investment Management. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor).

Financial advisors who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.

Financial Advisor Value
First Name Bonner
Last Name Barnes
Type Investment Advisor
Education Duke University
FINRA Active Previously (View Finra BrokerCheck CRD#717481)
SEC Active Yes (View SEC IAPD CRD#717481)
Office Address 8955 Katy Fwy #200, Houston, TX 77024

Personal Bio

Bonner works every day to build better portfolios to help clients of CORDA achieve their financial goals. Bonner has a passion for finding great companies that are out of favor with Wall Street and the investing public that pay great dividends to their shareholders. Much like Bonner’s involvement in cycling, to succeed one needs to stay disciplined and steadfast in the process.

Compensation Options Result
% Assets Ask Advisor
Fixed Ask Advisor
Hourly Ask Advisor
Commissions No


Financial professional has not provided their certifications (e.g., CFP, CFA).

Regulatory History

Form U4 filings contain a list of valuable disclosures that are relevant for Americans. Based on the most recent filing of Bonner Barnes, identified the following regulatory disclosures.

Disclosure Result
Customer Disputes None
Terminations None
Financial Disclosures None
Judgement/Liens None
Regulatory Events None
Civil Events None
Criminal Disclosures None
Investigations None
Total Years Registered 12 years
Total Registered Employers 1
Works for an Trusted firm? Yes

Corda Investment Management

Trusted Corda Investment Management, registered in 1999, is a Registered Investment Advisor (RIA) in 33 state(s) with a licensed staff of 17 advisors. Corda Investment Management manages $1.2 billion and provides investment advisory services for 1,236 clients (1:73 advisor/client ratio).

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This automated report was generated using SEC and FINRA data and was last updated on July 3rd, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

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