Corda Investment Managementverified_user

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Last updated: January 21st, 2020. Data source: SEC filings.

Corda Investment Management, federally registered in 1999, is a Registered Investment Advisor (RIA) in 31 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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 6
Percentage of Advisors Trusted 88%
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 AZ, AR, CA, CO, FL, GA, HI, ID, IL, IN, LA, MI, MN, MS, MO, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI

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Eyal wrote: How many different custodians do they use?

11 months ago
Response from Jessica H at

Currently, Corda Investment Management works with one custodian, TD Ameritrade.