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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-20-1999
- Office Locations
- 7
Office Locations
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).
Reported data analysis
What the numbers show
Between August 12, 2025 and August 26, 2026, reported AUM increased 15.8%, from $1.7B to $2.0B.
Across 5 reported observations, AUM increased 33.4% between October 25, 2022 and August 26, 2026, from $1.5B to $2.0B.
Of the latest reported AUM, 96.9% is discretionary and 3.1% is non-discretionary.
The firm reports 26 advisory representatives and 1,369 clients, or 52.7 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 7 reported office locations and 26 years in operation. The source data was last updated on August 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Corda Investment Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BONNER CASTLES BARNES
Managing Member
- CRD
- #717481
- Ownership
- 25% but less than 50%
VERNON KEITH ROBERTS
Chief Compliance Officer, Vice President
- CRD
- #1196897
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Joseph Frederick Biegaj
Analyst
- CRD
- #7838605
SHANE MICHAEL BULGERIN
Partner
- CRD
- #4824434
Showing 2 of 30 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Corda Investment Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Corda Investment Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.