Corda Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated February 10, 2026, reports $2.0B in regulatory assets under management, 32 employees, 3 offices, and 3,099 accounts.
Assets Under Management
$2.0B
Employees
32
Offices
3 offices
Total Clients
1,363
Primary office
HOUSTON, TX
8955 KATY FREEWAY, SUITE 200, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.3% of total clients.
Top client categories% of clientsClients
1
Individuals
58.3%
794
2
HNWI
41.5%
565
3
Pension Plans
0.2%
3
4
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of February 10, 2026
Discretionary96.9%
$1.9B
97% of total RAUM96.9%
Non-discretionary3.1%
$62M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts3,099
10Y AUM Change+$1.1B (+131.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee43:1
10Y Employee Change+14 (+77.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.