Corda Investment Management


Trust Score 98%
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Last updated: August 21st, 2019. Data source: SEC filings.

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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.

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Firm Information


Feature Value
Minimum Investment $500,000
Average Client Balance $879,409
Hybrid Advisor No
Disciplinary History No
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


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Eyal wrote: How many different custodians do they use?

6 months ago
Response from Jessica H at Investor.com

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