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Corda Investment Management, LLC CRD 108046
$2.00B regulatory AUM 6 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-10 |
Branch Locations
8310 N. Capital Of Texas Hwy Building 1 Prominent Point, Suite 185, Austin, TX 78731 • United States
8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Seguin | TX | 06/2016 | 08/2017 |
| Dunkin Donuts | New Braunfels | TX | 09/2017 | 07/2018 |
| Doordash | Round Rock | TX | 08/2018 | 09/2018 |
| Pricewaterhousecooper | Houston | TX | 09/2018 | 05/2021 |
| Brighton Jones | Austin | TX | 05/2021 | 02/2026 |
| Corda Investment Management, Llc | Austin | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-07 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-21 |
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