Corda Investment Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 108046
- SEC number
- 801-57097
- Firm type
- RIA
- Assets under management
- $2.0B as of Feb 10, 2026
- Website
- www.cordamanagement.com ↗
- Phone
- 713-439-0665
- Address
- 8955 Katy Freeway, Houston, TX, 77024-1626
Advisors at this firm
29 in our index · page 1 of 1
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Bonner Castles BarnesCRD 717481 · Houston, TXIA Registered
-
Shane Michael BulgerinCRD 4824434 · Houston, TXIA Registered
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Joseph Frederick BiegajCRD 7838605 · Philadelphia, PAIA Registered
-
Jamie Dewayne CarmackCRD 3240849 · Tyler, TXIA RegisteredRegistration inactive
-
Duane Cameron DavisCRD 1570974 · Vero Beach, FLIA RegisteredRegistration inactive
-
Jeffrey Todd DodsonCRD 2396065 · Houston, TXIA Registered
-
Johnnie William DriverCRD 4804223 · Houston, TXIA RegisteredRegistration inactive
-
Craig Alan FowlkesCRD 4302018 · Houston, TXIA Registered
-
William Ross GormanCRD 2249675 · Houston, TXIA RegisteredRegistration inactive
-
Lesley Larkin GrouxCRD 6719441 · Houston, TXIA RegisteredRegistration inactive
-
Kevin P HopkinsCRD 2719093 · Houston, TXIA RegisteredRegistration inactive
-
Jason Michael IacobucciCRD 4337618 · Houston, TXIA Registered
-
Rajin JoshiCRD 7611598 · Houston, TXIA Registered
-
David JulianCRD 6793638 · Houston, TXIA RegisteredRegistration inactive
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Madison Marie KianiCRD 7627088 · Dallas, TXIA RegisteredRegistration inactive
-
Gerardo Alejandro MartinezCRD 7392558 · Austin, TXIA Registered
-
Joshua Christopher MitchellCRD 4077553 · Broomfield, COIA RegisteredRegistration inactive
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Brooke Hudson NaghaviCRD 5737157 · Houston, TXIA RegisteredRegistration inactive
-
Elizabeth Meredith NierzwickiCRD 7168523 · Broomfield, COIA RegisteredRegistration inactive
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Alexandra Claire NeaultCRD 7625799 · Austin, TXIA RegisteredRegistration inactive
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Kristen Leanne O'brienCRD 2430602 · Broomfield, COIA RegisteredRegistration inactive
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Javier Javier ParadaCRD 5461829 · Dallas, TXIA RegisteredRegistration inactive
-
Catherine Mcnally PatrickCRD 4545875 · Dallas, TXIA RegisteredRegistration inactive
-
Terrance Stephen PuhlCRD 1031224 · Houston, TXIA RegisteredDisclosure event(s) on record
-
Teresa S. QuealCRD 2958569 · Houston, TXIA Registered
-
Brian Anthony RauppCRD 5997681 · Houston, TXIA Registered
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Vernon Keith RobertsCRD 1196897 · Houston, TXIA RegisteredRegistration inactive
-
John Patrick SchloegelCRD 2227362 · Houston, TXIA Registered
-
Timothy Bryce WolfcaleCRD 1410116 · Houston, TXIA Registered
1–29 of 29
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 108046 ↗
FINRA BrokerCheck record for firm CRD 108046 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.