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 Clients

Firm profile

FINTRX

Overview

Corda Investment Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 1999. The firm serves individual and family clients as well as institutional and business accounts, operating on a percentage-of-assets fee model. Core services listed include financial planning and portfolio management for both individuals/small businesses and larger business or institutional clients. Corda does not identify as an active ESG investor in its disclosures. The firm has been recognized on Forbes’ lists of top RIA firms in 2022, 2023 and 2024, reflecting recurring visibility in industry rankings rather than a single-year mention.

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
  • Bonner Barnes

    Bonner Barnes

    President, CIOCRD 717481

  • Jason Iacobucci

    Jason Iacobucci

    Chief Operating OfficerCRD 4337618

Contacts

3 of 28
  • John Schloegel

    John Schloegel

    Portfolio ManagerCRD 2227362

  • Robert Gwydir

    Robert Gwydir

    Senior Financial AdvisorCRD 6590503

  • Terrance Puhl

    Terrance Puhl

    Senior Relationship ManagerCRD 1031224

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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

Intelligence for Private Wealth