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CORTLAND INVESTMENT MANAGEMENT, LLC

ATLANTA, GA · CRD 299369 · IAPD ↗ · cortland.com · 404-965-3988

$5.67BRegulatory AUM
88Advisory reps
91Employees
0Clients
n/aPlanning clients
3Private funds
7States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — CORTLAND INVESTMENT MANAGEMENT, LLC grew from 83 to 88 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — CORTLAND INVESTMENT MANAGEMENT, LLC shrank from 123 to 83 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
32
April 2024 — CORTLAND INVESTMENT MANAGEMENT, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — CORTLAND INVESTMENT MANAGEMENT, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — CORTLAND INVESTMENT MANAGEMENT, LLC grew from 117 to 123 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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