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| Corda Investment Management LLC
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| CRD # | 108046 |
| SEC # | 801-57097 |
| CIK # | 0001545812 |
| AUM | $1.7 B (2025-06-17) |
| Employees | 31 (81% Investors, 0% Brokers) |
| Phone | 713-439-0665 |
| Address | 8955 Katy Freeway Houston, TX 77024-1626 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001545812 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| CME Group Inc | 61.2 | |
| Bank of New York Mellon Corp | 60.2 | |
| Apple Inc | 59.0 | |
| Schwab Charles Corp | 54.4 | |
| Deere & Co | 49.4 | |
| Unilever PLC | 49.1 | |
| Amazon Com Inc | 46.2 | |
| Health Care REIT Inc /DE/ | 44.8 | |
| US Bancorp de | 43.0 | |
| PepsiCo Inc | 39.2 | |
| Alphabet Inc | 39.1 | |
| Kraft Foods Inc | 38.4 | |
| Procter & Gamble Co | 36.1 | |
| Verizon Communications Inc | 34.9 | |
| Merck & Co Inc | 34.2 | |
| Simon Property Group Inc /DE/ | 34.0 | |
| Johnson & Johnson | 32.8 | |
| Highwoods Properties Inc | 31.9 | |
| CNA Financial Corp | 31.9 | |
| Nutrien Ltd | 31.3 | |
| Coca Cola Co | 30.7 | |
| Cousins Properties Inc | 29.9 | |
| Corning Inc /NY | 29.7 | |
| Pfizer Inc | 27.7 | |
| Kenvue Inc | 26.2 | |
| McDonalds Corp | 25.8 | |
| Walt Disney Co | 24.2 | |
| Camden Property Trust | 23.5 | |
| Honeywell International Inc | 22.9 | |
| Medtronic Holdings Ltd | 22.8 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 824 | 356.4 |
| (b) Individuals (high net worth individuals) | 503 | 1,354.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 13.7 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,966 | 1,726.6 |
| By Discretionary | ||
| Discretionary | 2,877 | 1,639.6 |
| Non-Discretionary | 89 | 87.0 |
| Total | 2,966 | 1,726.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,726.6 | |
| Total | 2,966 | 1,726.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001545812] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
World Investments Inc
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|
NJ | 1.7 |
|
Cherry Creek Family Offices LLC
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|
CO | 1.7 |
|
The Harbor Group Inc
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NH | 1.7 |
|
Transamerica Financial Advisors LLC
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|
PA | 1.7 |
|
Independence Asset Advisors LLC
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|
PA | 1.7 |
|
Conservest Capital Advisors Inc
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|
PA | 1.7 |
|
Landaas & Company LLC
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|
WI | 1.7 |
|
Novare Capital Management
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|
NC | 1.7 |
|
Atwood & Palmer Inc
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|
MO | 1.7 |
|
Ashton Thomas Securities LLC
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|
NY | 1.7 |