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CORDA INVESTMENT MANAGEMENT, LLC

HOUSTON, TX · CRD 108046 · IAPD ↗ · cordamanagement.com · 713-439-0665

$2.00BRegulatory AUM
26Advisory reps
32Employees
6Clients
101-250Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — CORDA INVESTMENT MANAGEMENT, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
77
March 2025 — CORDA INVESTMENT MANAGEMENT, LLC grew from 18 to 25 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
July 2024 — CORDA INVESTMENT MANAGEMENT, LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.