Corda Investment Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 34 state(s) with a licensed staff of 17 advisors. Corda Investment Management manages $1.1 billion and provides investment advisory services for 1,219 clients (1:72 advisor/client ratio). This firm does not have a disciplinary history.
Last updated: October 16th, 2019. Data source: SEC filings.
Benefits
info_outline- Firm does not have any felony convictions.
- Firm uses a transparent fee-only model.
- Firm has been federally registered for 19 years.
- Firm has $1B or more in assets under management.
- The firm's website is secure.
- Firm does not have any misdemeanor convictions.
- Firm does not have a 12b-1 conflict.
- Firm does not privately manage or own the products they recommend.
- Firm does not offer proprietary products.
- Firm does not have an attorney conflict.
- Firm does not accept performance-based fees.
- Firm does not perform side-by-side management.
- Firm does not receive soft dollar benefits.
- Firm provides mobile-friendly experience for their clients.
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Considerations
info_outlineThe Trust Score algorithm did not surface any considerations for this firm. Checks take place monthly.
Firm Information
| Feature | Value |
| Rank (United States) | Top 1% |
| Advisors Directory | View Directory |
| Top Advisor | Bonner Castles Barnes |
| Avg Advisor Trust Score | 97 |
| Avg Advisor Years Registered | 6 |
| Minimum Investment | $500,000 |
| Average Client Balance | $879,409 |
| Total AUM | $1.1 billion |
| Advisor / Client Ratio | 1:72 |
| Headquarters | Houston, TX |
| SEC Filings | Forms and Brochures (CRD # 108046) |
| State(s) Registered | AL, AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, IA, LA, MA, MI, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI |
Eyal wrote: How many different custodians do they use?
7 months ago
Response from Jessica H at Investor.com
Currently, Corda Investment Management works with one custodian, TD Ameritrade.
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