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CORDOBA ADVISORY PARTNERS LLC

NEW YORK, NY · CRD 310199 · IAPD ↗ · cordobapartners.co · (917) 746-4806

$2.81BRegulatory AUM
7Advisory reps
11Employees
0Clients
1-10Planning clients
2Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CORDOBA ADVISORY PARTNERS LLC notice-filed in DE, MA, NJ, TX, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — CORDOBA ADVISORY PARTNERS LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
74
April 2025 — CORDOBA ADVISORY PARTNERS LLC reported RAUM up 72% ($1.52B -> $2.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — CORDOBA ADVISORY PARTNERS LLC reported RAUM up 38% ($1.10B -> $1.52B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — CORDOBA ADVISORY PARTNERS LLC now reports custody of client assets ($43.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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