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Bonner Castles Barnes

Corda Investment Management, LLC

Houston, TX

CRD 717481

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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_RES 2025-03-03
LA RA APPROVED 2008-06-30
  • TX RA
    APPROVED_RES
    Since 2025-03-03
  • LA RA
    APPROVED
    Since 2008-06-30

Branch Locations

8955 Katy Freeway Suite 200, Houston, TX 77024 • 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 10/1999 Present
  • 10/1999 → Present
    Corda Investment Management
    Houston, TX

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
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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

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