← Directory
CORDA INVESTMENT MANAGEMENT, LLC
CRD 108046File 801-57097
APPROVED
Retail clients
Filing as of Aug 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.00B
Top 25% of cohort (national)
Discretionary AUM
$1.94B
Non-discretionary $61.8M
Clients
1,363
3,099 accounts
Employees
32
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 20, 1999
- Principal office
- 8955 KATY FREEWAY, SUITE 200, HOUSTON, TX, 77024-1626
- Phone
- 713-439-0665
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.00B
- Discretionary AUM
- $1.94B
- Non-discretionary AUM
- $61.8M
- Discretionary accounts
- 2,994
- Non-discretionary accounts
- 105
- Total accounts
- 3,099
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.9M |
| High net worth individuals | 565 | $1.59B |
| Pension and profit sharing plans | Fewer than 5 | $14.6M |
| Individuals (other than high net worth individuals) | 794 | $388.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 31 | 32 | increased by1 |
| Mar 1, 2026 | Clients | 1,332 | 1,363 | increased by31 |
| Mar 1, 2026 | AUM | $1,726,638,629 | $2,000,124,067 | increased by$273,485,438 |
| Mar 1, 2026 | Accounts | 2,966 | 3,099 | increased by133 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 31 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,262 | 1,332 | increased by70 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,499,744,301 | $1,726,638,629 | increased by$226,894,328 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,695 | 2,966 | increased by271 |
| Apr 1, 2022 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2022 | Clients | 1,206 | 1,262 | increased by56 |
| Apr 1, 2022 | AUM | $1,242,987,987 | $1,499,744,301 | increased by$256,756,314 |
| Apr 1, 2022 | Accounts | 2,500 | 2,695 | increased by195 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORDA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORDA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.