LP Profile

CORDA Investment Management

Also known as corda

Wealth ManagerHouston, United StatesFounded 1999
$1.5B
Assets Under Management
Houston
Headquarters
Investment Focus

About CORDA Investment Management

REIMAGINE YOUR INVESTMENT APPROACH Together, we’ll help you define your ideal investment approach that best aligns with your strategic savings goals today while keeping an eye toward the future. If you are ready to get started with a financial advisory firm that you can trust, contact CORDA Investment

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to CORDA Investment Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.0B
Total Clients
3,099
Filing Date
February 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to CORDA Investment Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is CORDA Investment Management?

CORDA Investment Management is a wealth manager based in Houston, United States, managing approximately $1.5B in assets.

Where is CORDA Investment Management headquartered?

CORDA Investment Management is headquartered in Houston, United States.

How much does CORDA Investment Management manage?

CORDA Investment Management manages approximately $1.5B in assets under management.

When was CORDA Investment Management founded?

CORDA Investment Management was founded in 1999.

How can I contact CORDA Investment Management?

Verified contact details, key decision-makers, and investment preferences for CORDA Investment Management are available on LPbacked. Create a free account to access them.