Corda Investment Management, LLC

RIASEC RegisteredEst. 1999
Total AUM
$2B
Discretionary
$1.9B
97% of AUM
Avg account
$645K
Accounts
3,099
Employees
32
Advisory reps
30

Firm details

Headquarters
Houston, Texas
CRD number
108046
Registered since
December 20, 1999
Website
cordamanagement.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI79.74%
  • Individuals19.44%
  • Pension & Profit Sharing Plans0.73%
  • Charitable Organizations0.1%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Corda Investment Management, LLC is an independent, fee-based registered investment adviser organized as an LLC and SEC-registered since 1999. The firm serves both high-net-worth individuals and institutional clients, providing financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and manager selection services. Corda acts as a capital allocator, directing client capital into third-party managers and strategies rather than operating solely as a single-strategy shop. The firm is not positioned as an ESG-driven investor. Corda has appeared on Forbes’ RIA lists in 2022, 2023 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, US Government Bonds 9%, Cash & Cash Equivalents 7%, Public Funds/Mutual Funds 3%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%, Derivatives 1%77%
  • Exchange Traded Equities77%
  • US Government Bonds9%
  • Cash & Cash Equivalents7%
  • Public Funds/Mutual Funds3%
  • Investment Grade Corp Bonds2%

Owners & executives

2 of 2
  • Jason Iacobucci

    Jason Iacobucci

    Chief Operating OfficerCRD 4337618

  • Bonner Barnes

    Bonner Barnes

    President, CIOCRD 717481

Contacts

3 of 28
  • Brooke Naghavi

    Brooke Naghavi

    Senior Relationship ManagerCRD 5737157

  • Craig Fowlkes

    Craig Fowlkes

    Senior Financial AdvisorCRD 4302018

  • Jamie Carmack

    Jamie Carmack

    Senior Relationship ManagerCRD 3240849

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$57.7M in ETFs

Passive

82%

$47.1M

Active

0%

$10.6M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$18.7M27,16632.35%
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Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
8955 Katy Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

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