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Brian Anthony Raupp

Corda Investment Management, LLC

Houston, TX

CRD 5997681

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Employer firm

Corda Investment Management, LLC CRD 108046

$2.00B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Corda Investment Management, Llc

8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-01-30
  • TX RA
    APPROVED
    Since 2012-01-30

Branch Locations

8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corda Investment Management Houston TX 05/2011 Present
  • 05/2011 → Present
    Corda Investment Management
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-01-27
  • S65 Uniform Investment Adviser Law Examination
    2012-01-27

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

More in Houston, TX

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