CORDA INVESTMENT MANAGEMENT, LLC
Latest filing: May 19, 2025 (41 days ago)
AUM
$1,726,638,629
10% change vs. 1 year ago
15% change vs. 3 years ago
49% change vs. 5 years ago
146% change vs. 10 years ago
Employee Count
31
15% change vs. 1 year ago
55% change vs. 3 years ago
63% change vs. 5 years ago
107% change vs. 10 years ago
Main Office
HOUSTON, TX
8955 KATY FREEWAY, HOUSTON, TX, UNITED STATES, 77024-1626
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.6 |
| Non-Discretionary | $0.1 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $1.7 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 824 | $0.4 |
| Average Individual AUM | $432,562 | |
| HNW | 503 | $1.4 |
| Average HNW AUM | $2,693,463 | |
| Retail Total | 1,327 | $1.7 |
| Average Retail AUM | $1,289,558 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $1.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.7 |
| Retail SMA AUM | $1.7 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 73% | $1.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 12% | $0.2 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 5% | $0.1 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 2% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
24 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CRAIG FOWLKES | HOUSTON | TX | S63|2001-07-13|S65|2015-07-30 | ||||||
| WILLIAM GORMAN | HOUSTON | TX | S63|1992-06-19|S66|2004-04-22 | ||||||
| BRIAN RAUPP | HOUSTON | TX | S65|2012-01-27 | ||||||
| RAMI ODEH | HOUSTON | TX | S63|2017-04-26|S66|2018-05-18 | CERTIFIED FINANCIAL PLANNER | |||||
| RANDY KRATZ | HOUSTON | TX | S63|2005-07-11|S65|2005-12-22 | CERTIFIED FINANCIAL PLANNER | |||||
| JEFFREY DODSON | HOUSTON | TX | S63|1993-11-10|S66|2003-08-11 | ||||||
| TERRANCE PUHL | HOUSTON | TX | S63|1983-02-17|S65|2002-06-17 | ||||||
| VERNON ROBERTS | HOUSTON | TX | S63|1983-10-21|S65|1997-08-14 | ||||||
| RYAN PETRY | HOUSTON | TX | S63|2005-09-01|S66|2007-12-12 | ||||||
| RAJIN JOSHI | HOUSTON | TX | S65|2020-09-30 | ||||||
| BONNER BARNES | HOUSTON | TX | |||||||
| TIMOTHY WOLFCALE | HOUSTON | TX | S63|1985-10-21|S66|2000-11-20 | ||||||
| JAMIE CARMACK | HOUSTON | TX | S63|1999-06-29|S66|2017-01-31 | CERTIFIED FINANCIAL PLANNER | |||||
| BROOKE NAGHAVI | HOUSTON | TX | S63|2010-03-15|S65|2018-05-23 | ||||||
| JASON IACOBUCCI | HOUSTON | TX | S63|2001-03-08|S66|2003-06-27 | ||||||
| DAMAH RANKIN | HOUSTON | TX | S63|2010-01-23|S66|2021-02-27 | ||||||
| KEVIN HOPKINS | HOUSTON | TX | S63|1996-05-10|S66|2003-04-25 | ||||||
| JOSEPH BIEGAJ | HOUSTON | TX | S65|2024-01-17 | ||||||
| JOHNNIE DRIVER | HOUSTON | TX | S66|2004-08-12 | ||||||
| JOHN SCHLOEGEL | HOUSTON | TX | S63|2009-12-11|S65|2001-01-19 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.7 | $0.0 | 0% | 31 | 0 | 0% |
| 2025-04-21 | $1.7 | $0.0 | 0% | 31 | 0 | 0% |
| 2024-04-02 | $1.6 | $0.2 | 10% | 27 | 4 | 15% |
| 2023-04-04 | $1.4 | $0.3 | 19% | 25 | 6 | 24% |
| 2022-04-01 | $1.5 | $0.2 | 15% | 20 | 11 | 55% |
| 2021-04-05 | $1.2 | $0.5 | 39% | 19 | 12 | 63% |
| 2020-04-01 | $1.2 | $0.6 | 49% | 19 | 12 | 63% |
| 2019-04-01 | $1.0 | $0.7 | 75% | 19 | 12 | 63% |
| 2018-04-02 | $1.0 | $0.7 | 65% | 16 | 15 | 94% |
| 2017-04-01 | $0.9 | $0.9 | 100% | 18 | 13 | 72% |
| 2016-04-01 | $0.7 | $1.0 | 146% | 17 | 14 | 82% |
| 2015-04-01 | $0.7 | $1.0 | 146% | 15 | 16 | 107% |
| 2014-04-01 | $0.5 | $1.2 | 217% | 14 | 17 | 121% |
| 2013-04-01 | $0.4 | $1.3 | 350% | 11 | 20 | 182% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, AR-10/23/2017, AZ-03/20/2012, CA-01/03/2011, CO-01/08/2014, FL-02/15/2012, GA-02/24/2014, IA-06/24/2024, ID-01/17/2020, IL-02/28/2014, IN-07/28/2017, KS-10/18/2022, KY-10/19/2020, LA-06/30/2008, MI-11/01/2013, MN-11/01/2013, MO-06/16/2011, MS-10/04/2018, MT-04/29/2022, NC-02/27/2017, NJ-11/10/2011, NV-07/28/2017, NY-02/24/2014, OH-02/24/2014, OK-04/30/2014, OR-07/07/2015, PA-02/24/2014, SC-07/28/2017, TN-06/19/2009, TX-10/15/1999, VA-06/16/2011, WA-02/22/2010, WI-11/01/2013, WY-11/20/2023 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV