CORDA INVESTMENT MANAGEMENT, LLC

CORDA INVESTMENT MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 108046). Regulatory assets under management: $2.0B.

Registration

• CRD: 108046
• SEC file number: 801-57097
• Type: Registered investment adviser
• 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)

Branch offices (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 108046 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search