$2.0B Total AUM
$1.9B Disc. AUM
9.3% 3Y CAGR
32 Employees
1,369 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon beacon
- Established Date
- 12-20-1999
- Office Locations
- 7
Office Locations
15660 North Dallas Parkway Suite 820 Dallas TX
390 Interlocken Crescent #350 Broomfield CO
8310 N. Capital OF Texas HWY Building 1 Prominent Point, Suite 185 Austin TX
About Corda Investment Management, LLC
CORDA Investment Management, LLC (Houston, TX) has guided families for 20+ years with financial planning and portfolio management delivered through tiered service packages starting at $500k. The firm focuses on active asset allocation, risk management, and tax-efficient implementation, often using ETFs, and primarily custodies at Schwab. Recognized in Barron's 2025 Top Financial Advisors and Forbes Top Wealth Advisors (2024-2025).
Team overview
50 AVG AGE
$76.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.5 yrs AVG TENURE
32 Employees
26 Advisory Reps
28 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Signal pioneer Eagle oak Bridge quantum Legacy bridge Legacy capital North signal
Client Personas
Catalyst harbor Ember optima
Custodian
Signal Vector Focus Signal
Investment Themes
Optima North meridian
Investment Vehicles
Meridian
Services
Pathway Beacon element Horizon Vital Focus harbor Quantum vital Element Harbor Harbor legacy Ridge Vertex north Atlas foundation
Technology
Timber
Owner & Executives
BONNER CASTLES BARNES
Managing Member
- CRD
- #717481
- Ownership
- 25% but less than 50%
(910) 215-6292
oak.atlas@radialcapital.com
in linkedin.com/in/momentum-zenith
VERNON KEITH ROBERTS
Chief Compliance Officer, Vice President
- CRD
- #1196897
- Ownership
- Less than 5%
(560) 676-8944
quantum.eagle@vitalcapital.com
in linkedin.com/in/foundation-bridge
Showing 2 of 2 owners & executives
Unlock allContacts
Joseph Frederick Biegaj
Analyst
- CRD
- #7838605
(212) 790-2319
quantum.prime@vertexcapital.com
in linkedin.com/in/vector-delta
SHANE MICHAEL BULGERIN
Partner
- CRD
- #4824434
(412) 470-9023
meridian.horizon@timbercapital.com
in linkedin.com/in/crest-oak
C
Crest wave
Crest atlas north
- CRD
- #82392
(913) 737-7664
atlas.pioneer@fusioncapital.com
in linkedin.com/in/frontier-element
Showing 2 of 29 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,938,292,472 | $647,392 |
| Non-Discretionary | $61,831,595 | $588,872 |
| Total | $2,000,124,067 | $645,410 |
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Separately Managed Accounts
Total SMA Asset: $2,000,124,067
Equity - Exchange:
10.1% U.S. Government/Agency:
16.0% Cash:
6.6% Public Funds:
21.8% Corporate - Investment Grade:
15.9% Derivatives:
18.4% Municipal Bonds:
11.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $187,863,191 | 10.1% |
| U.S. Government/Agency | $297,605,055 | 16.0% |
| Cash | $122,762,085 | 6.6% |
| Public Funds | $405,486,888 | 21.8% |
| Corporate - Investment Grade | $295,745,024 | 15.9% |
| Derivatives | $342,245,814 | 18.4% |
| Municipal Bonds | $208,323,539 | 11.2% |
| Total | $1,860,031,596 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT MOMENTUM | CATALYST TIMBER | OVB3C7HSF | KXXDE | 12.51% | $77,163,930 |
| RIDGE OAK | FOUNDATION FOCUS | 8KT3TJP1U | VESPA | 3.63% | $73,245,456 |
| TIMBER TIMBER CATALYST | ZENITH EAGLE | 8NUALLTCC | SSGWM | 9.47% | $29,983,722 |
| ZENITH OPTIMA FOUNDATION | SUMMIT RIDGE | T52C9GHI9 | XIU | 3.37% | $47,090,641 |
| OPTIMA SIGNAL | RADIAL MERIDIAN | V5EQ4QHDA | BWGGJ | 11.96% | $45,584,205 |
| EAGLE MATRIX TIMBER | RIDGE FUSION | HGNT54TLI | NFNYU | 3.94% | $73,494,885 |
| VERTEX RIDGE | FOUNDATION GLACIER | 1941Y0LHR | JIPZM | 4.80% | $11,304,852 |
| VERTEX NORTH | WAVE VERTEX | NNE155TNP | UEJ | 9.04% | $77,141,835 |