Corda Investment Management Review

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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 $984.0 million 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
Avg Account Balance $807,219
Hybrid Advisor No
Disciplinary History No
Total AUM $984.0 million
Advisor / Client Ratio 1:72
Headquarters Houston, TX
SEC Filings Forms and Brochures
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

Questions & Answers

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Eyal wrote: How many different custodians do they use?

2 months ago
Response from Jessica H at

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