# CORDA INVESTMENT MANAGEMENT, LLC

CORDA INVESTMENT MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 108046
- Type: SEC-registered investment adviser
- SEC file number: 801-57097
- Location: 8955 KATY FREEWAY, SUITE 200, HOUSTON, TX, 77024-1626
- Phone: 713-439-0665
- Latest filing: 2026-02-10
- Regulatory AUM: $2.0B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $61.8M
- Clients: 32
- Accounts: 3,099

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Bonner Castles Barnes | MANAGING MEMBER | — |
| Dana Wahl Barnes | TRUSTEE | — |
| Corrin Nmi Barnes | TRUSTEE | — |
| Vernon Keith Roberts | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS BRIAN KEITH | CHIEF COMPLIANCE OFFICER | — |
| BARNES BONNER CASTLES | MANAGING MEMBER; PRESIDENT; PRESIDENT/CCO (+3 more) | — |
| SCHLOEGEL JOHN PATRICK | CHIEF COMPLIANCE OFFICER | — |
| Barnes Dana Wahl | TRUSTEE | — |
| Barnes Corrin NMI | TRUSTEE | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| DALLAS | TX | 3 | 855-439-0665 |
| DALLAS | TX | 3 | 855-439-0665 |
| AUSTIN | TX | 2 | 855-439-0665 |
| AUSTIN | TX | 2 | 855-439-0665 |
| BROOMFIELD | CO | 1 | 855-439-0665 |
| BROOMFIELD | CO | 1 | 855-439-0665 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108046/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108046/similar
- Related entities: https://search.stillhousedata.com/firm/108046/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108046

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.