Cordant Inc

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Assets, Funds, Holdings

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Cordant Inc
CRD #152395
SEC #801-70937
CIK #0001830942
AUM $370.5 M (2026-03-30)
Employees 8 (62% Investors, 0% Brokers)
Phone503-621-9207
Address2175 NW Raleigh St
Portland, OR 97210
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
4003202401608002008201420202027
CIK Period
0001830942
Sector Form 13F Holdings Value ($M)
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 38 8.8
(b) Individuals (high net worth individuals) 126 361.7
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 999 370.5
By Discretionary
Discretionary 961 364.8
Non-Discretionary 38 5.7
Total 999 370.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 370.5
Total 999 370.5
EDGAR Form CIK 2011 - 2026
13F-HR [0001830942]
Comparable Firms State AUM ($B)
Cairn Investment Group Inc
WA 0.4
Sandeep Varma Wealth Strategies LLC
CA 0.4
Canopy 360 Wealth LLC
FL 0.4
Commonwealth Retirement Investments LLC
VA 0.4
ICW Investment Advisors LLC
AZ 0.4
Dorval Corporation
MN 0.4
TULL Financial Group Inc
VA 0.4
Marketriders Inc
MO 0.4
Retirement Financial Solutions LLC
TN 0.4
Fourth Dimension Wealth LLC
OH 0.4
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