Corda Investment Management, LLC

RIASEC Registered
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. The firm is SEC-registered and has been registered with the Commission since 1999. It serves a mix of individual and family clients as well as institutional clients, charging a percentage-of-AUM fee for advisory services. Core advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the selection and oversight of third‑party advisers. Corda identifies itself as a capital allocator and does not describe itself as an active ESG investor. The firm has been recognized in Forbes’ lists of top RIAs in 2022, 2023, and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 15

Active vs passive

$55.9M in ETFs

Passive

83%

$46.2M

Active

0%

$9.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$19M27,14634.01%
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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

Intelligence for Private Wealth